Who We Are
We believe a team's dynamics are more important than the talents of the individuals who make it up. Our values are made of 5 simple beliefs:
- We encourage and value real time open communication.
- Our growth depends on one another, hence we require dependability.
- We are very structured and focus on clarity. This trust is built by agreeing on a team and an individual basis on clear roles, plans, and goals.
- We give each other meaning, pushing one another to new limits.
- We live with purpose, we fundamentally believe that what we are doing matters and as a team we are making a tangible impact.
Why Choose Present Financial
We love what we do, some might say a bit too much, and we bring enthusiasm and commitment to every client we work with. Put simply, if you want a team of advisors who care about your needs and goals, choose Present Financial. We have built a successful clientele focused on the following factors:We listen.
- We are passionate.
- We have more than 50 years of combined financial experience.
- We are partnered with over 100 top insurance carriers, providing you with the best and most affordable product for each of our clients.