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