Money & Investment Concepts LLC

Provided personalized financial advisory and investment brokerage services to individuals and families.

Prepare financial and retirement plans for individuals and families based on prospects financial goals and resources, providing financial products and investments for clients to acquire to achieve their goals. Plus, conduct annual reviews of clients' investment portfolios performance and monitoring clients financial or retirement plans.

Have an aptitude to deal with numbers. Enjoys helping others achieve their goals. Is a good communicator that people can talk to easily. Some business college and technical school business courses are a plus, but not required. Possess the will to be successful and is willing to do the work that brings about success.