MY FRIEND IN FINANCE, LLC
NOKOMIS, FLORIDA

My Friend In Finance, LLC . In my career, I have held executive positions in the financial services industry for nearly 20 years, working for major corporations and privately owned firms in New York, Chicago and all across Florida. I have sold and competed against virtually every investment product available – I understand how they work. I am also well-acquainted with the sales culture of these firms and the sales quotas they don’t advertise. I have worked with novice clients buying their first mutual fund, and with incredibly sophisticated investors. My greatest joy comes from helping someone understand a concept and make an informed decision. Most investment products have pros and cons, the challenge is determining what is appropriate for each situation. I am here to remove the spin; to help you clearly understand what you may already have, what you may need and how to protect yourself and your beneficiaries. I look forward to speaking with you! Few people realize that the financial advisors at banks, brokerage firms, insurance companies and mutual fund firms are all paid according to assets they bring in to the firm and the products they sell. Simply put, if an advisor is worried about making a sale, they may not be focused on what is best for you. My Friend In Finance, LLC offers a solution. We provide unbiased, objective guidance with Our company is based on the simple premise that individual investors need a resource to help them understand the various products and services offered by banks, brokerage houses and independent advisors; someone who is truly unbiased and not looking to sell anything; someone to help explain their investment options, decipher fees and gauge the appropriateness and performance of existing portfolios. My Friend In Finance’s goal is to provide that resource to clients and counsel them based on their individual circumstances. We’re here to help answer your questions. Financial matters can be complicated, our experts are on hand to help inform you of every aspect regarding your topic. My Friend in Finance We’re here to help answer your questions. Financial matters can be complicated, our experts are on hand to help inform you of every aspect regarding your topic. My Friend in Finance