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Bryan Carroll, CFP
Oppenheimer & Co., Inc.
Retirement planning and investment management, including college savings.
Send Bryan a referral when
- Somebody has an old 401(k) or SEP sitting at a job they left
- A parent is asking how to start a 529 for a kid
- Someone is within a few years of retiring and has never had a plan drawn up
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Health & Life Insurance
David Banet Sr.
Oakcrest Insurance
Send them when somebody is turning 65 in the next year and does not know where to start
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David Purvis
Farm Bureau Insurance
Send them when somebody has no idea what is actually in their policy
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Kady Marshall
ATS Advisors, a CPA firm
Send them when a business owner only talks to their accountant in April
Full Profile