People ask me for financial advisor recommendations all of the time and Petya is one of the first people that come to mind. She did a financial literacy workshop for my members when I owned The BPBF Inc. a few years ago. Petya works for Ameriprise Financial and is one of the top financial advisors in the DMV. She focuses on investments and retirement planning. I highly recommend that everyone has a financial advisor no matter how much money you make, the goal is to make your money work for you so that you don't have to work for the rest of your life. You can contact her by phone (301)263-8514 or email firstname.lastname@example.org.
I have been working with Veronica for about 5 years now. She is a financial advisor for Northwestern Mutual. Before meeting Veronica, I did not properly manage my finances. She helped me create a budget, a defense plan and a plan for retirement. I think the thing I love most about Veronica is that she is really big on educating you about the different services NWM provides and the benefits and limitations of each of those services. I have a life insurance policy, supplemental disability, a Roth and IRA with her. Like most people, I thought the benefits my job provided were enough but when she really broke it down, I realized it wasn't. I recently updated my personal finance worksheet and found a copy of the first one I did with Veronica. I went from having debt and liabilities to increasing my net worth and having assets. I strongly recommend a financial advisor, no matter your age, it is never too early or too late to start. You can call Veronica @ 202-600-7118 or email her Veronica.email@example.com.
Dominique Broadway is an award winning financial guru. I was first introduced to Dominique when I was running the Board of Professional Black Females, she did a finance class for my members. I've been following her journey ever since. Dominique has been featured on Forbes, Black Enterprise, Ebony, ABC and more. Dominique believes in making investing and growing wealth easy for everyone through her company Finances Demystified. After taking one of Dominique's free classes, I joined her and her hubby Dion Pouncil for The Wealth Transfer Master Class back in November. It was a 4 week online course with live trainings and trading sessions that taught me multiple tools for investing. I finally feel like I know what I'm doing when purchasing stocks and trading options. Dominique and Dion are extremely knowledgable and patient, understanding that everyone had different levels of knowledge and experience with the stock market. The class was worth every penny.
Learn more about Dominique: www.financesdemystified.com or @dominiquebroadway on IG
To sign up for the Wealth Transfer Masterclass:
Chantel is a healthcare professional, restaurant owner and Independent Travel Agent. She enjoys taking advantage of all that life has to offer.
Hype: Extravagant or intensive publicity or promotion