Your financial success is my first priority. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Specialties: 401 (k) ...more

Your financial success is my first priority. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Specialties: 401 (k) Rollovers Wealth Management Retirement Planning Professional Portfolio Management Corporate Retirement Plans Estate Planning Strategies Executive Financial Services Fixed Income Life Insurance Municipal Bonds Magnolia Capital Partners is a trademark used by Barry Robert Ozer. Securities, insurance and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Magnolia Capital Partners is a trademark business. Investing involves risk including potential loss of principal. No investment strategy or program can guarantee a profit or protect against loss.less