Also known as: DavidWardCFP
I am a CERTIFIED FINANCIAL PLANNER professional that offers Retirement Planning, Investment Management, (k) Rollovers, Estate Planning and full Wealth Management services. Note I am unable to receive personal recommendations or endorsements on this site due to SEC regulations. Securities and advisory services offered through Commonwealth Financial Network, member FINRASIPC, a Registered Investment Advisor. This communication is strictly intended for individuals residing in the following states GA, AL, FL, TN, SC, NC, MD, MI, NY, PA, WA, CA, KY, OH, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Registered Branch office Great Oaks Way Ste Alpharetta, GA -- Specialties Financial Planning, k rollovers, Retirement Planning, Estate Planning, Special Needs Planning and Charitable Giving Strategies
