Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Jason Taub

Jason Taub

Financial Advisor

Vice President
Visit Jason Taub's website


Team

Elizabeth Grinkevich

Elizabeth Grinkevich

Registered Client Service Associate

Qualifications

  • Series 7 & 66, Life, Health and Long Term Care Licensed.

Roles & Responsibilities

  • Client Service
  • Disbursements, Account Information, Processing
  • Marketing
  • New Client On-Boarding and Education
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