电子邮件 | jef***@***.com | 获取Email |
---|
电子邮件 | jef***@***.com | 获取Email |
---|
Who is Strategic Financial Solutions, LLC? We are a values based financial services firm, dedicated to providing professional ongoing service experience in the area of: Corporate Retirement Plans Executive Retirement/Compensation Strategies Wealth Management for individuals and endowments Individual Financial Planning Our processes focus on assisting our clients in addressing the potential issues of the day; specifically: Non-Sufficient funds at retirement Loss of net worth and financial security Income tax and expense management Loss of key personnel (along with the value of the relationships they bring to your firm) Our processes are designed to focus on the opportunities available in the market place and subsequently deliver to you, our client, a clear plan for implementation, and assist you with your ultimate goal achievement. We operate in cooperation with our corporate clients, as a strategic partner, to provide your employees flexible investment solutions, a superior education continuum, high quality communications, and access to personalized assistance. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network This communication is strictly intended for individuals residing in the state of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. © Strategic Financial Solutions, LLC.
公司 | Strategic Financial Solutions |
---|---|
职位 | Senior Financial Advisor |
地点 | United States |
http://www.linkedin.com/in/jeff-haugse-mba | |
部门 | master_finance |
头衔 | Senior Financial Representative at Strategic Financial Solutions LLC |
Strategic Financial Solutions Senior Financial Advisor
2022-06-01 -
Strategic Financial Solutions Senior Financial Representative
2018-01-01 - 2022-06-01
Strategic Financial Solutions Financial Representative
2014-10-01 - 2018-06-01
Transamerica Internal Sales Manager
2010-10-01 - 2014-10-01
Transamerica Internal Sales Consultant 401(k)
2007-03-01 - 2011-02-01
Jeff Haugse 在 Strategic Financial Solutions 担任 Senior Financial Representative at Strategic Financial Solutions LLC
Jeff Haugse 在 Strategic Financial Solutions 的职位是 Senior Financial Representative at Strategic Financial Solutions LLC
Jeff Haugse 的电子邮件地址是 jef***@***.com
Jeff Haugse 的电话号码是 -
Jeff Haugse 的公司电话号码是 +131****
Jeff Haugse 在 financial services 工作。
Jeff Haugse 的一些同事包括Brian Brandt、Jeff Haugse、Bert McClintock、Chris RLawrence K、。
Jeff Haugse联系方式: 电子邮件地址:jef***@***.com 电话号码:-
Jeff Haugse 的个人领英是:http://www.linkedin.com/in/jeff-haugse-mba
Jeff Haugse 的办公地点:222 3rd Ave SE, 280, Cedar Rapids, Iowa 52401, US
全球B2B企业库
海关贸易数据
展销采购数据
Top-ranked on G2 Crowd