Moses M.Msyoki Financial Advisor with UAP Oldmutual

What I Can Do For You

I assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), and insurance. I will help you plan for short- and long term goals, such as meeting education expenses and saving for retirement through investments. I will invest your money based on your decisions and make sure you get an investment that suits you and gives you maximum yields. I also provide financial advice and sell insurance. After I have invested funds for a you, you and I receive regular investment reports. I monitor your investments and usually meet with each client at least once a year to update the client on potential investments and to adjust the financial plan based on your circumstances or because investment options may have changed. I will walk with you all the way !!!