Our Qualifications
Barry S. Millson, CFP
Offering advice since 1976
Securities Licenses: Series 6, 63, and 65
Insurance Licenses: Life Insurance, Health/Disability/ Long Term Care Insurance, Fixed and Variable Annuities
Designations: Certified Financial Planner (CFP)-1992 , Chartered Life Underwriter (CLU) - 2002, Chartered Financial Consultant (CHFC) - 2002, Chartered Advisor for Senior Living (CASL) - 2008
Robert C. Walker
Offering advice since 1981
Securities Licenses: Series 6, 63, 22, 24, 52, 62
Insurance Licenses: Life Insurance , Health/Disabiltiy/ Long Term Care Insurance , Fixed and Variable Annuities
Designations: Office Supervisory Jurisdiction (OSJ)-1989