|
|
|
|
Our financial advisor, Louise Bookout, is
available to offer a broad range of
investment products and services. Louise is
dedicated to a high standard of service and
is committed to working with customers to
help them define their needs and develop a
personalized plan to reach their financial
goals. With over 18 years in the financial
industry, Louise prides herself on listening
to and taking time to fully understand her
clients’ individual needs. Using her broad
knowledge of financial services and
products, she seeks to develop a long-term
consultant relationship that will help her
clients achieve their financial goals.
UVEST Financial Services is a registered
securities broker-dealer and member of the
National Association of Securities Dealer (NASD),
and the Securities Investors Protection
Corporation (SIPC). UVEST has affiliations
with more than 290 institutions around the
country, ranging in size from $100 million
to $10 billion.
Services: Comprehensive Financial Planning,
Retirement Asset Management, Estate
Planning, College Planning, Tax
Minimization, Professional Money Management.
Products: Stocks, Bonds, Mutual Funds,
Tax-Free Municipals, Variable Annuities,
Variable Life Insurance, Long Term Care
Insurance
|
|
Investment & Insurance products: May
Lose Value, Not FDIC Insured, Not Bank
Guaranteed, Not Bank Deposits, Not
Insured by Any Government Agency.
|
|
|
|
|