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Complimentary Feasibility Study

 

 

We will need some basic information from you in order to proceed with your complimentary, no-obligation feasibility study.

 

Please download the following files and fax, mail or email to us at:

Willow Financial Services

Attn:  June Lease

810 Gleneagles Ct., Suite 205

Towson, MD 21286

 

june@willowfinancial.com

(410) 321-0118 (fax)

Feel free to call June with any questions at (410) 321-9608 x223

1. Proposal Request (PDF)

2. Census Form (XLS - optional)

 

As soon as we receive your information, we will have our actuaries prepare the best plan designs to fit your needs.

 

 
 
Securities offered through H. Beck, Inc. Member FINRA, SIPC
Richard Onorato is a registered representative of H. Beck, Inc., which is unaffiliated with Willow Financial Services, LLC. and its subsidiaries.

 

Copyright Willow Financial Services, LLC

810 Gleneagles Ct., Suite 205

Towson, Maryland 21286

1-800-662-9847