Northwestern Mutual – Christopher Deale
Helping You Create a Financial Plan That Grows With You
Financial security is something many of us strive to achieve in our lives.
You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions.
Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.
THE NORTHWESTERN MUTUAL DIFFERENCE
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
Top 10 U.S. Independent Investment Broker-Dealers3
Opta Financial – Freddie Rappina
Freddie Rappina is a Financial Planner and an Accredited Investment Fiduciary™who founded Opta Financial. Freddie helps clients examine their current financial situation financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. In addition to experience in the financial services industry, Freddie also has experience in law enforcement and is retired from The Fairfax County Police Department in Virginia. Freddie is originally from Long Island New York and enjoys coaching baseball. He has coached at the High School and Summer Collegiate levels before electing to coach his own son's little league team. He lives in Wesley Chapel Florida with his wife Barbara his son Rylin and daughter Penelope. Series 6, Series 63 & Series 65 licenses.
With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, he can help to provide you with solutions for your unique situation.
Insurance Lic. #1984020
Primerica Financial Solutions – Thomas Maloney
Primerica's mission is to help families earn more income, become properly protected, debt-free, and financially independent.
We emphasize financial freedom for middle-income families through accessible financial products and education, aiming to support families in understanding their financial situations.
Many financial services providers have abandoned the middle-income market.
Primerica's greatest competitive advantage is our ability to build profitable and sustainable financial services distribution to help these underserved families.
At Primerica, we do what's right!
We strive to grow our business in a transparent and ethical way, delivering on the commitments we make and providing real value to those we serve.
License P072618
Principal Financial Group – Joe Fernandez
I create a holistic non-sales focused environment wherein I can help clients organize and formulate long term financial goals and make sure we utilize only the appropriate tools to make sure those goals are attainable.
Florida 2-15 Insurance and Annuity Contracts, FINRA Series 6 Securities License
Profits Acceleration – Joy McGraw
Full-service training program and support group in the Financial Markets that includes learning how to trade daily with small to large financial assets.
Profits Acceleration provides an online academy available 24 hours a day, live trading during the day with mentors and hundreds of members who give support.
I’m starting an RGA network group in Atlanta to help everyone grow with their financial portfolios.
My thoughts are to provide my own knowledge of buying and selling real estate and how I learned disciplines of money management that also included trading to make extra income.
So let's bring everyone together to learn and share these experiences so we can help make us all better winners.
Additional website and contact info:
www.joy-mcgraw.com
jmcgraw@refinedga.com
770-329-3793
4243 Dunwoody Club Dr #202, Atlanta GA, 30350
License No. 298456
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