at 64 Oxford St., Saint Catharines, L2P 3T6
As an independent insurance & financial advisor, I specialize in (but am not limited to) helping service-based small business owners protect their success and plan for their future. By working closely to make personal financial protection and business growth plans, my clients have the peace of mind knowing that those "what ifs" are covered, and someone to keep them focused on driving their business forward toward greater success! Services offered include: • The creation and implementation of a goal-based holistic Financial Protection Plan • Retirement Income Planning • Small business startup or growth planning • When applicable, tax and estate planning will be integrated into the Financial Protection Plan and its recommendations and strategies • Cashflow management and debt reduction planning • Mortgage planning and alternatives * • Alternative investment advising (i.e. real estate investment) *refer to mortgage professional for negotiation and placement of financing
137 FB users likes Jennifer Wallace Insurance & Financial Solutions, set it to 6 position in Likes Rating for Saint Catharines, Ontario in Bank/financial services category
Here's a check-in after a week since I put out the prospecting challenge -- how are people doing? Who's on their second set of 3 new prospects? Is it serving as some motivation for you to get out there talking to people? I'd love your feedback!