Financial Services/Investments
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Bartley A. Corfee, ChFC / Corfee & Associates
Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
Edward Jones - Stephanie C Johnson
Supporting overscheduled investors and business owners to incorporate their competing financial goals into their self-care routines by prioritizing those goals and being their partner to stay on track.Supporting overscheduled investors and business owners to incorporate their competing financial goals into their self-care routines by prioritizing those goals and being their partner to stay on track.
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Optive Commercial Capital
Alternative Commercial Loans, to Help your Business GrowAlternative Commercial Loans, to Help your Business Grow
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Marc Cimmino, CFA – UBS Financial Services
Our structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on your priorities, we may focus on liquidity management, cash flow, asset replacement solutions, estate planning strategies, tax and legal structures and philanthropic vehicles.Our structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on your priorities, we may focus on liquidity management, cash flow, asset replacement solutions, estate planning strategies, tax and legal structures and philanthropic vehicles.
