It’s free, and when it comes to your future – Knowledge is Power.
If you are just beginning your investment plans, or nearing retirement, let a Financial Advisor work with you to evaluate your financial needs, offer recommendations, and coordinate your investment and insurance choices tailored specifically to you. Call Kelly to schedule your no cost consultation at any PeoplesChoice location.
Kelly Foss-Root offers through IFS Securities, Member FINRA/MSRB/SIPC, Investment Advisory services offered through Measured Wealth Private Client Group, LLC. Measured Wealth Private Client Group and IFS Securities, Inc. are not affiliated companies.
Kelly’s Direct Phone is 207-844-1479, and her email is email@example.com.