Investment Advisor: Kingsroad Financial Insurance Services, Inc.
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Company: Kingsroad Financial Insurance Services, Inc.
Contact: Nancy Rhew, CERTIFIED FINANCIAL PLANNER
4747 Morena Blvd Ste 375
San Diego, California, 92117
Phone: (858) 452-4930
Fax:
(858) 272-2685
Website: http://www.kingsroadinc.com
Independent Financial Adviser specializing in Financial Plans with Needs Based Solutions for Retirement, Wealth preservation and Risk solutions with life, disability, and long term care insurance.
License #: 2237719
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 15-20 Years
Designations: CFP
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $250,000
License Type: Series 7,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Advisory services also offered through KingsRoad Financial Insurance
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