Financial Advisor Tip

Dhalsim

Dhalsim

Legendary Member
Joined
27 October 2006
Messages
4,881
Location
Nor-Cal
I know many of you probably already have an FA but if anyone is looking for a new one or interested in speaking to an FA about their investments......whats good....whats bad.....what, when and where to invest for the future I know a great guy who I am using over at Securian Group named Tom O'Brien. He is a younger guy, but very bright (MBA from Thunderbird University) and easy to talk to.

He also handles life insurance as well and for those of you that know already a well planned policy can be used as an investment tool.

So if your interested feel free to contact him at:

2 Waters Park Drive, Suite 115
San Mateo, CA. 94403
800-350-4500 x375
[email protected]
 
Last edited:
Dhalsim said:
I know many of you probably already have an FA but if anyone is looking for a new one or interested in speaking to an FA about their investments......whats good....whats bad.....what, when and where to invest for the future I know a great guy who I am using over at Securian Group named Tom O'Brien. He is a younger guy, but very bright (MBA from Thunderbird University) and easy to talk to.

He also handles life insurance as well and for those of you that know already a well planned policy can be used as an investment tool.

So if your interested feel free to contact him at:

2 Waters Park Drive, Suite 115
San Mateo, CA. 94403
800-350-4500 x375
[email protected]
Click to expand...


MBA from Thunderbird!:eek: Have him call me. I am am an alumni.

Doug
 
They try to recruit everyone and once your in your job is to recruit everyone. The more outlets you have the more money you can make..make them. Depends on where you live. I know all about WFG. If your wife wants to get into the financial services company let me know, I know a much better company.
 
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