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.