Sponsors
American Advisors Group is dedicated to helping homeowners tap into the equity in their home and convert it into cash. Clients can use these funds for anything, such as paying bills and living expenses, repairing and improving the home, or simply enjoying life in their retirement years. We commit to helping homeowners understand the process of Reverse Mortgage lending, arming them with the knowledge to make an educated decision whether or not a Reverse Mortgage will best help their particular situation. When we can help homeowners make an informed decision, we feel like we are part of something important.
Joe Damo has 30 years of experience in the mortgage, financial services, and banking industries. He has specialized in reverse mortgage loans for 20 years, previously working with Wells Fargo Home Mortgage and MetLife Bank. He has helped over 2,000 homeowners throughout the country improve the quality of their lives by utilizing the product as part of a coordinated retirement strategy.
Contact Joe at:
Phone: 513.939.6034
TOLL FREE: 800-775-9833 (also e-fax)
Email: [email protected]
Web: www.aag.expert/joedamo
Since 1904, Transamerica has provided a variety of resources and retirement solution support to the financial planning professional industry. From life insurance to retirement plans, customers have access to a wide range of services to help plan for their financial futures. Transamerica's responsibility goes beyond just client retirement accounts. From its very beginning, they have been committed to helping customers build a solid financial foundation for today and tomorrow. They continue this mission with innovative insurance and financial products that are as affordable as they are exceptional.
Chris Cronin is pleased to offer new and unique variable annuity options for all RIAs working in SWFL through Transamerica Annuities.
Contact Chris at:
Phone: 941-626-4606
Email: [email protected]
Web: https://www.transamerica.com/financial-professional/
Wasmer Schroeder was founded on the principles of an unwavering commitment to service and a dedication to managing fixed income the right way. From its beginning, the firm has held steadfast in its spirit of collaboration—doing what’s right for the advisors, investors, and institutions for whom we manage money. We do right by doing right by them—knowing their businesses, understanding their goals, and consistently finding solutions to meet their needs.
Originally founded by Martin Wasmer and Michael Schroeder, the firm has grown significantly. We remain dedicated to uncovering the right opportunities and delivering results for our partners—working together every step of the way. The firm’s culture is based on integrity, and on doing what is right with every decision we make. As an active fixed income manager with a team of investment professionals across tax exempt and taxable strategies, we are dependable, collaborative, and insightful in our approach. Backed by research and emboldened by technology, our hands-on team is a true partner to the advisors, investors, and institutions who give us their trust.
Contact Libby McHugh or Nancy Brogan at:
239.263.6877
[email protected]
[email protected]
