Get in touch with our financial planning experts
33 Asafo Road, Kumasi, Ghana
+233 32 203 1179
(428) 400-0490 ext. 419
Monday - Friday: 8:00 AM - 5:00 PM
Saturday: 9:00 AM - 1:00 PM
Sunday: Closed
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Senior Financial Advisor
With over 15 years of experience in financial planning and wealth management, Laura specializes in retirement planning and investment strategies.
Office: 809 Baker Valleys Apt. 821
East Anthonyfort, WI 27988
Direct Line: (428) 400-0490 ext. 419
We strive to respond to all inquiries within 24-48 business hours. For urgent matters, we recommend calling our office directly.
Yes, we operate on an appointment basis to ensure that you receive dedicated attention from our advisors. Please call or email to schedule a meeting.
Yes, we offer virtual consultations via video conferencing for clients who cannot visit our office in person. These sessions are just as comprehensive as in-person meetings.
We recommend bringing recent financial statements, information about income and expenses, tax returns, insurance policies, and any specific financial questions or goals you'd like to discuss.