NEIL POULICAKOS, CRPC

Meet NEIL POULICAKOS, CRPC

As a former Senior Financial Consultant at TD Ameritrade and now Independent Advisor and Agency owner with over 20 years of experience, I work one on one with my clients to help them identify and prioritize their current financial needs as well as their long term investment goals. Together, we create a financial "road map" with various routes offered designed to help them reach their destination. We maintain that road map on an ongoing basis to make sure we stay the course. If you have questions about potential investment solutions for retirement, providing for your children’s or grandchildren’s education, risk management or legacy planning, I welcome the opportunity to see how I might be able to help.