Active 2 days, 11 hours ago
Frank Levine
Certified Financial Services, LLC
Financial Representative
8622660918
Member Since 2021
Member of
Corporate Real Estate GroupCompany Bio
We simplify financial decisions, prioritize and enable well-informed action. We improve understanding of monetary products and the role each instrument plays in a custom strategy. Our process provides a 1-page wide-angle view of entire financial picture. 1st step is protection audit to eliminate failure as an option. Then, strategy session to optimize wealth, protect and enjoy assets, and pass on a legacy. Personal Bio
Frank has been w/ CFS since 1991. Areas of Expertise