I recently had the pleasure of working with Marilee as I found the need to take a look at how to improve my marketing plans. Besides being very insightful, she builds her advice by asking a whole host of questions about you, your relationships with your clients, and how you want to grow your practice. She is a professional listener which is the key to her success. And beyond that, she is warm, funny and someone you can trust to give you the straight scoop. She is indeed a person everyone should have on their team.
CEO/Annuities, Wealth Transfer, Private Pension, Income Maximization, Tax-Free Strategies, Long Term Care, Rollovers, Life Insurance, CD Alternatives