Alfred Labib

Alfred Labib

Financial Advisor / OSJ Branch Manager

Office: 1.800.254.0378
Fax: 1.888.630.2820
E-mail:

Website: Visit my web site!

 

Our team of independent financial advisors have been assisting affluent high net-worth investors and seniors to grow and preserve their wealth and to invest wisely for over 17 years. Our team have assisted hundreds of investors to invest millions of dollars into a variety of investments. Our team has developed a specialty in working with affluent investors, retirees, and those about to retire, who want to grow and preserve their savings and ensure their money will last. Our practice focuses on helping investors avoid the most common financial mistakes. We have helped investors to save for retirement, grow their wealth, reduce their income and estate taxes, increase their fixed monthly income, reduce investment risks while working toward increasing returns, preserve their estate and organize their investments. We use many tools to help our clients reach their goals. We employ a disciplined personalized process that many institutional investors have followed for decades in managing their investments. And, it employs a diverse range of asset classes, investment styles, and money managers to help clients meet their goals. Our investment advisory services are provided using fee-based accounts based on assets under management to help avoid any conflict of interest. And our success is linked to our client’s success. As independent financial advisors, we takes pride in offering independent objective advice to our valued clients for all their insurance and investment needs. We truly care and enjoy helping others in reaching their life goals and in making a difference in their lives. Many of our advisors host periodic workshops and writes articles on retirement investing and estate planning in local newspapers and newsletters. Call for more information or private complimentary consultation today at (800) 254-0378. The highest compliments our clients can give us are the referrals of their family, friends, neighbors and business associates. In turn, this allows us to spend our time delivering world-class service to our valued clients. We are interested in building strong, lifelong relationships one person at a time.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck