Investments & Insurance Products
Independent Agent who represents many carriers. Offers Investments such as 401-K rollovers, IRA's, Roth IRA's, Investment Savings, & Life Insurance.
Interview Q&A
How long have you been in business?
20+ yrs.
What is your primary product or service?
Offer Investment & Insurance Products.
Planning - Present & Future.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Started out as an administrative assistant in an insurance office worked @ that capacity for approx. 15 yrs. & went on to get licensed & open my own business.
How do you differentiate yourself from other businesses in your category and area?
I am a hands on owner & run a personable business. Always trying to go the extra mile for my clients.
How many locations do you have and do you have plans to expand?
one location
Provide detailed directions to your location
Located approx. 20 minutes from Lansdale.
What type of payments do you accept?
Check or money order
Which areas do you service?
Investments, Insurance & Tax Planning.
Who owns your company or runs daily operations?
I do.
What are your hours of operation?
by appointment only - in or out of the office. Hours of operation vary.