With almost 20 years experience as a financial advisor, George offers his clients a wide array of services and advice ranging from investment and portfolio recommendations, to advice on estate planning, retirement and tax planning. Furthermore, his expertise in insurance and debt consolidation/mortgages offers clients complete and trustworthy financial service provision. As a Certified Financial Planner®, George has achieved the highest level of certification available in the financial services industry. George’s financial and educational designations include the following:
Insurance products available through George Fiotakis.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.