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Witzleben Agency
Referral from
Mar 14, 2014
Tobi G.:
Hey Anchorage friends... Do any of you use a financial advisor that you love and want to recommend?
Alicia H.:
Kurt Witzleben, Registered Representative Securities offered through Legend Equities Corporation Member FINRA/SIPC 1708 Wickersham... Allstate Insurance - Jeff Case
Referral from
Mar 14, 2014
Tobi G.:
Hey Anchorage friends... Do any of you use a financial advisor that you love and want to recommend?
Kristina C.:
My husband, Jeff Case - 344-9229!
Referral from March 14, 2014
Tobi G. asked:
Hey Anchorage friends... Do any of you use a financial advisor that you love and want to recommend?
Leslie S. replied:
Willy Shelton Edward Jones. He's in wasilla though.
Referral from July 30, 2014
Walter N. asked:
Just keep an eye open for it. It may be something you notice and can help with. You don't need to be a financial advisor to use the recommendations offered here.
Walter N. replied:
You’ve probably been hearing a lot about ROLLOVERS recently. With so many people CHANGING JOBS and switching careers today, it’s a very popular topic. If you haven’t moved your old 401(k) assets yet, now may be the time to consider a direct rollover. Please watch this brief video to understand why, and then let’s meet to discuss your specific situation. http://bcove.me/i7 p1 qxdx Walter Wrightson, New York Life. 907-257-6495
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