Joseph offers a free consultation no matter which State you live in. Find out if you can be helped whether you wish to pre-plan and get to use the rules to protect your assets and income or if you or your loved one is in a crisis to do that same.
Higher quality and better performance: Joseph is a former NASD ( now FINRA ) Examiner of Broker Dealers and he is a current active FINRA arbitrator, chairperson qualified. He has worked on Wall Street in NYC and on the 110th floor of the WTC that was once there. Joseph was an Office of Supervisory Jurisdiction Branch Manager with a FINRA broker dealer for 10 years and personally assisted over 4500 Seniors with their assets in accounts that they placed with him. He has also been life insurance licensed and active with that since 2004. He knows what your assets are and how to apply his CMP™ work; he is approved as a Health Agent in multiple States for the Federally Facilitated Marketplace listed by his name and NPN number for 2023. Joseph currently holds a Real Estate License in Ca through 2027.