Financial Services Professional offering products and services through NYLIFE Securities LLC Vineyard Wealth Strategies, Financial & Insurance Solutions 220 E.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp
any and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. River Park Circle Fresno CA, 93720 559.447.3909
Neither Vineyard Wealth Strategies Financial & Insurance Solutions, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Vineyard Wealth Strategies Financial & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. My California Insurance license number is #0G61961
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
Want your business to be the top-listed Accountant in Fresno?