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Important announcement Please note the Raleigh office has relocated to the THIRD floor within our same building. Our address is Glenlake One, 4140 Parklake Avenue, Suite 300, Raleigh, NC 27612. Our new main number will be 919.789.3091; the new fax number will be 919.788.2051. Our toll-free number will remain the same: 800.567.2119. I look forward to serving you from our new location! The Investing World Today The current global economic situation has made an impact on investors. Many are not sure where to turn or what to invest in. Some have not heard from their advisors during the entire market downturn. At Janney, we strongly believe in reaching out to our clients. We believe that by working with our clients to educate them on what is happening and rebalancing their portfolios accordingly, we can maintain the long-term relationship necessary toward helping to fulfill our clients' financial and retirement goals. The Brissette Mission My mission as a Financial Consultant is to develop enduring client relationships built on honesty, integrity, experience and trust by providing timely, friendly service and open and honest communication. My goal is to also have a thorough understanding of my clients’ financial needs and preferences and to help them make a more informed decision. The Brissette Client Service Philosophy I believe that the key to my client's financial success lies in laying the foundation of a solid financial plan. By utilizing the core fundamental principles of investing and instituting a technical analysis of the securities which will comprise the plan, my clients can be assured they are receiving the seasoned advice they need toward reaching their investment goals. The Brissette Business Focus I have helped both retirees and pre-retirees meet their financial challenges. In addition, I have a long history of success working with small business owners and other professionals. The areas of services I specialize in to help my clients toward reaching their investment goals include financial, retirement, insurance and education planning; mutual fund investing, unit trusts, 401(k) rollovers, equities, tax-free and taxable bonds, annuities, separately managed accounts and retirement plans for small businesses. Technically Speaking! Dorsey Wright & Associates Have you ever wanted to know more about how to better navigate the financial waters? Technical analysis is a road map for investing. It is an important tool to help investors identify and understand market trends. Much like a road map you would use to get to your favorite destination spot, Dorsey Wright & Associates’ Point & Figure Technical Analysis can help guide investors through their financial journey. The newsletter, Technically Speaking, contains information which is designed to keep investors up to date on the latest market news and trends. Click here for the latest issue “Dorsey Wright & Associates June 2010 Newsletter." Dorsey Wright & Associates is an independent and privately owned registered investment advisory firm. They are a world leader in offering technical research services to the financial services firms as well as to individuals. The technical analysis they provide enables us to give our clients even more in-depth, solidly researched data regarding investments such as managed accounts, mutual funds and ETF's. Please check back for future seminars. Licensed in the following state(s): CA, FL, GA, ID, IN, KS, MA, MD, MI, NC, NJ, NY, SC, WI |
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