Global View Capital Advisors of Waukesha is proud to announce the launch of their Senior Initiative.
The team of experts assembled for this Initiative is independent, highly trained and passionate about helping seniors and families that are caught in the “sandwich generation.” They “Design, Grow and help Protect Personal Economies of Families” by listening and taking a consultative approach to Clients issues and needs.
The team has many years of experience in designing individual custom programs for their Clients with more of a focus on Main Street instead of Wall Street.
The Senior Initiative takes a holistic approach to their planning to help with an unpredictable future. The team of experts develops strong, lifetime relationships with their Clients.
For further information, please contact Christine Dunn at Global View Capital Advisors – Senior Initiative at (262) 650-1030 or firstname.lastname@example.org
Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA|SIPC. Supervising office 262-650-1030. Global View Capital Advisors is unaffiliated with SFA.