FINANCIAL PLANNING AND INVESTMENT FIRM
Ekua Anyanful the CEO is a Certified Financial Planner and Investment Adviser representative. Her previous employers include American Express Financial Advisors, JPMorgan Chase, and Smith Barney. She has an MBA and holds several securities licenses including Series 7, 66 and 24 as well as an Insurance License. The firm focuses on Financial Planning, Investment Management, Retirement Planning and Insurance and Risk Management for individual clients.
On the business side, the firm specializes in business strategies for businesses and provides education, financial planning, and investment advice to both the employers and employees. We offer consultations and Retirement Plan reviews for business owners. Our business services include: