Qualifications

Priscilla Lee Roach is Blue Sky Licensed. We possess more than 30 years of experience in financial management, working with individuals and corporate clients.

Each of our agents has extensive personal and professional experience.

Our firm exudes a friendly atmosphere with a personal touch. Our representatives maintain  various professional designations, in finance, business, as well as an on staff MBA and a Chartered Retirement Planning Counselor. We have qualified representatives who are licensed to sell a variety of investment and life insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you develop and pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck