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David Banet Sr.
Oakcrest Insurance
Health and life insurance, with a focus on Medicare and the run-up to turning 65.
Send David a referral when
- Somebody is turning 65 in the next year and does not know where to start
- A person is on Medicare and is not sure their plan still fits
- Someone needs marketplace or private health coverage outside an employer
Other members you may need
Executive Director, Investments
Bryan Carroll
Oppenheimer & Co., Inc.
Send them when somebody has an old 401(k) or SEP sitting at a job they left
Full Profile Residential & Commercial Insurance
David Purvis
Farm Bureau Insurance
Send them when somebody has no idea what is actually in their policy
Full Profile CPA, Accounting & Tax
Kady Marshall
ATS Advisors, a CPA firm
Send them when a business owner only talks to their accountant in April
Full Profile