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For Professionals: Login | Become Purse Strings Approved | Reach, Engage and Earn the Female Dollar Course

Tampa

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Financial Advisor 1
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Insurance Planning Specialist 1
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Allison OBrien
Financial Advisor
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Allison O'Brien
Financial Advisor, UBS
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Mutual Funds
SPECIALTIES
  • Financial Planning
LOCATION
101 E Kennedy Blvd
Tampa
Florida
33602
United States
STATES SERVED:
AZ, CA, CO, CT, FL, GA, HI, IA, IL, KY, LA, MA, MI, MN, MO, NC, ND, NH, NV, OH, OR, PA, SC, SD, TX, VA, VT, WA
Roger Silvia
Insurance Planning Specialist
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Roger Silvera, LUTCF®FSCP®
Agent, New York Life Insurance Company, Financial Services Professional
OVERVIEW OF SERVICES
529 Plans, Annuities, Employee Benefits, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I assist women in helping them to accomplish several goals: 1. Helping gain clarity over their financial goals and objectives through a process that encourages Read more...
SPECIALTIES
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
LOCATION
18307 Elmhurst Ln
Tampa
Florida
33647
United States
STATES SERVED:
CA, FL, GA, IL, MO, NC, NJ, PA, TN, TX, VA
Virtual Appointments Available
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