Investment Advisor: John Checki CPA CFP CRC
|
Company: John Checki CPA CFP CRC
Contact: John Checki
701 E.15th St.
Suite 201
Plano, Texas, 75074
Phone: (972) 437-4089
Website: http://www.johncheckijr.sarep.com
From Here and Now to WOW. Boomer Planning. Retirement Income Planning. Listening and learning about you, your goals, dreams, family, career, position, and long term and long range needs, wants and objectives.
Serves Counties: Collin (TX), Dallas (TX)
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 21-25 Years
Designations: CPA CFP CRC
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Alternative Investments
Minimal Assest: $500,000
License Type: Series 7,Series 24,Health Insurance,Life Insuranc
Insurance Type:
Disclosure:
|
|
|
