With my extensive knowledge and years of experience in the financial industry, I can provide you with valuable advice and strategies to achieve your financial goals. Specialties: insurance, investments, pensions, loans, real estate.
I am part of one of the largest training and brokerage companies in our market. I provide clients with a full range of family finance services and help educate the public in financial literacy.
I'm an independent financial advisor. I help clients with arranging the best mortgage, setting up quality life and property insurance, and most importantly with wealth management, appropriate investment setup and retirement security. I also make appointments online or drive to you.
Our company works in partnership with a parent bank. The offering will complement the Raiffeisen Group's offering of investment instruments, in particular mutual funds for retail clients and clients of the private bank Friedrich Wilhelm Raiffeisen.
For 18 years I have been helping people and families find their way to financial satisfaction. Through a system of education, we work together to create customized financial plans that bring confidence and peace of mind. I work with ZFP Group Inc., founded in 1995. Our values are : responsibility, partnership, success, enthusiasm.
As an independent advisor, I provide services such as wealth management, financial planning, and financial market portfolio preparation. I provide advisory services and free consultations on insurance, loans, mortgages and savings or investments. I also oversee the proper conduct of real estate sales and leases.