We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
Our primary objective is to completely understand your financial situation and strive to provide you with only the highest quality information, services, and products. We aim to make smart investments and financial decisions based on a comprehensive approach to our advisory services to accomplish clients’ individual needs.
LPL FINANCIAL REGISTERED PRINCIPAL
George has been a financial professional for over 31 years having served as a Financial Planner for Merrill Lynch, UBS Financial Services and Wells Fargo Investments. He’s obtained his Series 7, Series 24, SIE, Series 66, and Series 63 held through LPL Financial.
George founded Target Retirement Services in 2008 with the vision of removing restraints that large companies and banks placed on their advisors, directly limiting the growth of clients’ portfolios. He aims to provide specialized financial assistance that aligns with his values and the clients’. Maintaining a strong sense of family, community and a solid professional foundation are integral to George’s practice. Through his education, experience and professional affiliations, George has fostered a practical approach to offering financial services and advice to his clients.
LPL FINANCIAL REGISTERED REPRESENTATIVE
Erik earned his Bachelor’s degree in Economics from Arizona State University. He holds his Series 63 and Series 6 through LPL Financial and has worked for Forester Financial and Cambridge Financial Services prior to joining Target Retirement Services. An ambitious and savvy planner, Erik is moving quickly in the industry effectively following in his father's footsteps.
He is honored and proud to be representing a company that aligns with his core familial values. Since joining Target Retirement Services, Erik has already had a profound impact on the company’s operations.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, MI, MN, MO, OH, OR, TX, VA and UT.
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