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 an Enrolled Agent, Chartered Life Underwriter, Notary Public, and has his Series 7, Property & Casualty, and Life, Accident & Health licenses.
Securities and Advisory Services offered through Osaic Wealth, Inc. Member FINRA/SIPC
Advanced Group Financial Services is not affiliated with Osaic Wealth, Inc. or registered as a broker/dealer