Andrea Brown
Financial Advisor
I have more than 11 years of financial services experience so I can help you develop and implement holistic financial solutions.
Specifically, I can:
-Help you review your plans for the future and compare them to how (and how much) you save
-Design a plan and help you follow it
-Provide ongoing personal guidance and advice to help you manage your plan
-Explore estate planning options to help you leave a legacy
-Help you develop a budget for today's expenses and for living in retirement
-Work with you to create a succession plan for your small business
I hold the following registrations and licenses:
- Series 7- General Securities Representative
- Series 63- Uniform Securities Agent State Law Examination
- Series 65- The Uniform Investment Advisor Law Examination
- NY Life Health and Variable Annuity Producer License
-