9M Investments
Financial Services - Grapevine, TX, US
9M Investments Employees
9M Investments Details
I help small business' and business owners plan, build, and manage their retirement. In particular, I will help you to:Find the right retirement program for your business.I will provide oversight over your retirement plan, including plan design, investments, tpa management.Inform and educate your employees on their financial situations.I have worked in the financial services industry for over 17 years. Before setting up my own RIA, I worked for some of the biggest financial companies in the world (AXA, PFG, VOYA). I have helped many companies start, maintain, and educate their employees on their retirement plans.I am keen to develop relationships with:Small business ownersAttorneysIf you would like further details, please message/connect with me or view my website at www.9minvestmentsllc.comWhen I'm not working, I enjoy chasing around my daughter, running and reading economic studies.Keep it Simple, Retire Happy!!
9M Investments Technologies
Email Providers
Outlook
Widgets
Google Play
Fonts
Google Font API
Tag Management
Google Tag Manager
Other
Microsoft Office 365
Hosting
Amazon AWS