Since 1995, I have been serving clients in managing their wealth. Each client’s goals and objectives are assessed and met through a set process of financial planning strategies. The main focus is to build a relationship based off of trust with our clients so together we can build a solid road map to a financially secure future.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor - Member FINRA/SIPC.
www.finra.org and www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am/we are registered to do business, please visit www.bettyalbitzfinance.com or www.integrated-inc.com.
