Wells Fargo Advisors Financial Network

HistoryPrior to developing my practice, I worked with Martin Marietta, General Dynamics and Phelps Dodge Corporations performing financial management activities such as developing budgets, measuring financial performance, creating new business proposals, analyzing financial systems, and improving processes. In addition to the financial management tasks, I analyzed accounting systems and documentation in support of both civil and criminal financial investigations related to potential business fraud, including deceptive and defective pricing.SpecialtiesTax Planning for Individuals and Business Tax Coaching Income Tax Reduction Specialist Tax Services

We are an independent agency with the customer in mind. We have relationships with dozens of insurance companies, allowing you to get the right price with the right service. Whether you have the ideal history, preferred companies desire, or a not so perfect history, we find the right coverage, wi...

XML Financial Group is a financial services firm based in Breckenridge, CO, specializing in personalized wealth management solutions for individuals and businesses. With a focus on strategic financial planning and investment management, the firm aims to help clients achieve their long-term financial goals through tailored strategies and expert guidance. Generated from their business information