WebTerri Szekely-Berry joined the Sawyer Wealth Management team in 2016. With over 30 years of experience in the insurance/financial industry, she is a welcome addition to our team. As a processor in our service area, Terri assists with processing our brokerage accounts as well as client service follow-up and questions. WebChairman and CEO, CEP® RFC®. Charles W. Sawyer Jr. is the managing partner and founder of Sawyer Wealth Management and has been providing financial planning services for more than thirty years. His primary focus is working with pre-retirees, retirees and their families in the areas of financial planning and estate planning. Charles also ...
Mccullough & Sawyer - 111 Toronto St, Main, Barrie, ON
WebWho is McCullough & Sawyer Financial Services Specific investment recommendations and mutual fund products are provided through Assante Financial Management Ltd. … Web22 sep. 2014 · Tom Y. Sawyer has used the principles this book contains to create financial models of numerous startup and early-stage companies, assisting them in planning for and raising the capital that... nigel genders chief education officer
Mc Cullough & Sawyer Financial, Barrie, ON
WebMcCullough & Sawyer Financial Services Inc. 1989 - Present33 years 4-680 Bayview Dr., Barrie, On. L4N 9A6 View Shirley’s full profile See who you know in common Get introduced Contact Shirley... Web18 nov. 2024 · President & Financial Planner at McCullough & Sawyer Financial Services Shirley Sawyer is a President & Financial Planner at McCullough & Sawyer Financial … WebMccullough has gained experience at United Planners' Financial Services, Mike Mccullough, Orange Coast Financial Group, Anthony Azavedo, Cpa, Pruco Securities, LLC and The Prudential Insurance Company Of America. Mccullough holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor ... nigel geoffrey cars