Latitude Financial, LLC
About
We focus on the person. We believe in a financial life map to help you with planned, unexpected and life changing events. We help you make informed choices in your most trying times.
I enjoy helping people realize their life goals. Money is an important part of this, but we look at the person and how to help them live their best one life.
Highlights
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
We typically have a phone call with prospect to learn about what the person is looking for from a financial advisor. After initial call, we will set up a meeting to discuss their current situation and discuss our approach to helping them live their one best life.
What education and/or training do you have that relates to your work?
I have been in the financial services field since 1995 and have worked with hundreds of clients over the years. I am a principal of the firm and also work with close to 135 advisors.