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Details

General Info

I am an Independent Financial Advisor serving clients through the Northwest. I specialize in listening to my client?s wants, needs and desires, so I can offer recommendations to help them address their goals. The areas I focus on are Wealth Management, Business, Agricultural, Family Succession Planning, Estate and Tax Advice, Life Insurance, Annuities, Long Term Care, Dis-ablitity, and Health Insurance. I have experts in each of these fields that I work with to offer options to my clients. It?s not about the product or the individual representative. It?s about your needs and desires ? finding out what it is you want out of life?s journey. Where do you want to go? How can I help you get there? Securities offered through J.P. Turner & Company, LLC (Member SIPC, www.sipc.org) J.P. Turner & Company, LLC is not affiliated with Capital Financial Solutions, LLC.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 208-642-7958

Address:
6663 N Glenwood St Boise, ID 83714
Email:

Category
Financial Planners
Services / Products
Wealth Management, Business, Agricultural, Family Succession Planning, Estate and Tax Advice, Life Insurance, Annuities, Long Term Care, Dis-ablitity, and Health Insurance.
Neighborhood
Northwest
Associations
National Association of Insurance and Financial Advisors
Data provided by one or more of the following: Thryv, Data Axle, Yext.