At Orchard Financial Strategies & Insurance Services, we sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. After 10 years working for someone else, we wanted the opportunity to control our own destiny, and to do what we thought was in the best interest of our clients.
You can take comfort in the fact that we have been a part of this community for 38 years, and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.
Depending on your needs, [I/we] can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you’re wondering about my qualifications, you may find it reassuring to know that I went through New York Life's well regarding training program and I have 9 plus years of experience in the insurance and financial services industry.
Of course, my background isn’t really the one that matters. We've found that getting to know our clients – their hopes, dreams and goals for the future – is far more important. So if you’re looking for someone who's ready to put their knowledge and experience to work for you, please let us know.