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Retirement Planning, Investment Strategies, Insurance, Benefits, and more... |
Retirement Planning & Administration
Insured & Self-Funded Health Plans
Physician Wealth Advisory Group
Willow Financial Services, LLC
Society of Certified Senior Advisors
The Society of Certified Senior Advisors grants the Certified Senior Advisors (CSA) designation. Patrick L. Brown and Richard A. Onorato have attained this designation in order to meet the needs and have the expertise to advise our small business owners. Many of our clientele need in-depth knowledge of pension/retirement programs along with the advice on many senior issues. we have been trained on the following topics:
Principals of Aging
Trends in Aging
Social Security and Taxes
Financial and Estate Planning
Care-Giving
Alzheimer's and Dementia
Medicare and Choice
Medicaid Planning
Senior Housing and Assisted Living
Long Term Care
Advance Directives
Funeral Planning
The above services are available through the Kingsburry Group.
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Willow Financial Services, LLC
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Willow Financial Services, LLC 810 Gleneagles Court Suite 205 Towson, MD 21286
(T) 800-662-9847 or 410-321-9608 (F) 410-321-0118