Linda Posati

Linda Posati

Registered Representative

Phone: 616-240-5737
Fax: 616-754-4710
E-mail:


Mission

My mission is to establish simple yet effective methods to help people identify their financial priorities. I am committed to educating my clients with the necessary information to allow them to make informed decisions on how to achieve their financial goals.

 

Professional Services

Retirement Planning

IRAs/401k Rollovers

Insurance Analysis

Investment Services

Estate Planning Strategies

Business Continuation Strategies

 

Professional Qualifications

20+ years as a financial services and insurance professional

Life Underwriter Training Council Fellow designation

Certified Long Term Care designation

Committed to continuing education

 

Personal

Resides in Greenville with her husband Gary, enjoys spending time with her two adult sons and 3 grandchildren

Active member of Greenville Chamber of Commerce

Active member of Calvary Baptist Church