工作日 | 上午10点到下午6点 |
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星期六 | 上午10点到下午2点 |
Gegham Knyazyan
置业贷款顾问
NMLS id: 927381
Gegham brings nearly two decades of experience in banking and financial services. He started his career at Bank of America as a teller and quickly expanded his skillset into home lending. One of his favorite parts of his job is helping guide and educate his clients, 尤其是新房主, with their financial needs and questions. He is patient and takes his time explaining all the various lending options and products available, and his goal is for his clients to feel comfortable working together, so they find it easy to make an informed decision when purchasing or refinancing their home. He enjoys fishing, listening to music and is also fluent in Armenian.
Darryl Hall, CRPC®
财务顾问
CUSO Financial Services, L.P.
CA 保险 License: 0D10437
Darryl Hall, Chartered 退休计划 CounselorSM, believes that setting and achieving goals is not about luck, it’s about seeking experienced investment advice, 建立信心, 制定策略, 依靠团队合作. By using a pragmatic and practical approach, he helps his clients achieve that balance – providing an educational viewpoint.
“It’s important to personalize strategies and ensure follow-through to meet each client’s unique needs. 自2000年以来, I’ve had the opportunity to analyze and review client assets, provide thorough recommendations, and offer valuable second opinions.”
Darryl customizes investment plans for his clients. He has the experience and knowledge level necessary to help clients in the accumulation phase and retirement income phase. He also specializes in tax-advantaged investing, estate planning, and leaving a legacy.