What you want:
A comfortable retirement, free of financial
worries.
What you need:
An advisor who can make that dream a reality.
What you want:
To send your kids to college, buy a new car,
improve your home, take the trip of a lifetime.
What you need:
An advisor with the patience to help you zero
in on your real goals, and help you achieve them without
compromising your future.
What you want:
To pay no taxes.
What you need:
A CFP® practitioner with the qualifications
to guide you through the maze of tax regulations and
ensure that you give Uncle Sam every penny he's entitled
to... and not a penny more.
What you want:
Great investment performance with no investment
risk.
What you need:
An advisor who is brave enough to tell you
outright that there is no performance without risk.
A firm who will not plug you into a pre-made investment
model, but one that will custom design a portfolio
just for you, that integrates your personal tolerance
for risk - which we all have to live with - into a
realistic plan for achieving your financial goals.
What you want:
To hear that everything is terrific.
What you need:
An advisor who will always tell you the
truth.
What you want:
To find a place of personal contentment.
What you need:
An advisor with the expertise, experience,
and dedication to help you reach your comfort zone.
What you get:
Mike Kresh, CFP® an experienced financial
planner, and his staff, with a passionate commitment
to helping you realize your dreams and the patience
to guide you every step along the way.
Who we are:
M.D. Kresh Financial Services, Inc., a
firm dedicated to going the extra mile.
....................................................................................................
Securities Offered
Through
Royal Alliance
Associates Inc.
Member NASD/SIPC |
Online Media Disclaimer (Internet, etc.) For registered representatives of Royal Alliance and Registered Representatives Separately Registered as Investment Advisor Representatives
Michael D. Kresh is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member NASD/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of NY, CA, DE, FL, LA, MA, NJ, NC, PA, VT and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Michael D. Kresh is also separately registered as an investment advisor representative under M.D. Kresh Financial Services, Inc., a Registered Investment Advisor registered with the Securities and Exchange Commission. As such, advisory services are strictly intended for individuals residing in the states where we have filed notice: NY, CA, DE, FL, LA, MA, NJ, NC, PA, VT, WV.
Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.
Important Consumer Information:
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.