Bill has been helping clients in the financial services industry since 1991 and focuses on tax planning. He has his BA in Accounting from Binghamton University. Bill is a Chartered Life Underwriter, Notary Public, and has his Series 7, Property & Casualty, and Life, Accident & Health licenses.
Securities and Advisory Services offered through Commonwealth Financial Network Member FINRA/SIPC
Advanced Group Financial Services is not affiliated with Commonwealth Financial Network or registered as a broker/dealer