I & E Insurance Agency
New
Offers online services
New
Offers online services
About
I am a Full Service Insurance, Retirement and Planning agency owner with over 40 years in business, In addition to owning this Insurance Agency, I am a Licensed Broker and Registered Investment Advisor having started on Wall Street back in 1977
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
$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, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
first intro call, then appointment call and decision to meet
What education and/or training do you have that relates to your work?
BS in economics and Finance , Licensed Registered Investment Advisor ,series 3, 4, 6,7,8, 24, 53, 65, 66 P&C Licensed , CLCS, CSA, additional designations
Services offered
Financial Services And Planning