Investment Advisor: Strategic Financial Group
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Company: Strategic Financial Group
Contact: Sean
18191 Von Karman Ave.
Suite 100
Irvine, California, 92612
Phone: (949) 622-7200
Website: http://www.seantaeger.com
Comprehensive Planning
My comprehensive process helps people identify their financial objectives, prioritize these objectives, and establish a systematic means to help ensure that they are achieved. The finished product includes a personalized plan that
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 6-10 Years
Designations: CFP, CLTC
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type: Series 7,Health Insurance,Life Insuranc
Insurance Type:
Disclosure:
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