Investment Services Client Representative
Kestra Financial Independent Advisor · Deerfield, IL, US
- Posted
- 1517 days ago
- Last confirmed live
- 1 day ago
From the employer’s posting
Here at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate planning. Being a "full service" firm allows for us to better service our client needs from personal investing and retirement planning to life insurance, long term care…
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