Gerard Brass - Primerica
New
Offers online services
New
Offers online services
About
I've been a Financial Advisor for over eight years, specializing in holistic value based financial planning. In addition to investment and financial advice we help ensure clients are properly protected with the right amount of insurance and work with them to form a plan to help our clients become debt free. The goal of our practice is to educate clients with their options, and help them put a plan together that helps them achieve financial independence in its entirety.
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, College planning, Annuities, Mutual funds, Home purchase
No reviews (yet)
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Services offered
Financial Services And Planning