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Parsonex Financial Services

http://www.parsonex.com

Financial Services

View Employees from Parsonex Financial Services

Company Information

Headquarters
United States
Founded in
2007
Employees
Speciality
SecuritiesCollege PlanningWealth ManagementInvestment AdvisorFinancial Advising
Overview
Parsonex is a network of affiliates that offer families retirement planning, insurance, and investments. Through our network of advisors our goal is to develop lifetime client relationships that help you confidently get to retirement, and perhaps more importantly, through retirement. Parsonex Securities, Inc. is an independent broker/dealer that specializes in retirement planning and offers a wide variety of products and services including mutual funds, variable annuities and 529 plans. Parsonex Advisory Services, Inc is an SEC Registered Investment Adviser that specializes in wealth management and planning services. Parsonex Insurance Agency, Inc. is an independent insurance agency that offers term life insurance and long-term care through a variety of carriers and partnerships.
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Get Contact Info for All Employees

Employees:

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Julian Rodriguez

Financial Advisor

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Rita Alexander

Financial Representative

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Lauren Pieters

Compliance Analyst


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Michael Thomas

Franchise Owner

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Robert Sutton

Branch President