Craig Joseph
Financial Consultant, specializing in investment management and retirement plan solutions.
- Role
- Financial Consultant at Equity Planning Group, Ltd
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Craig Joseph
I believe the characteristic that sets us apart in this industry is our commitment to reliable and personalized service to every client. We recognize that our clients are our most important assets, so we continuously strive to provide the high-quality, cost-efficient service that is demanded and deserved.I am licensed to sell Insurance Products in the following states: CA (License #0B95496), IN,MI,OH & TXI am licensed to sell Securities in the following states: AK,AZ,CA,CO, CT,DC,FL,GA,IL,IN,IA,KY,MD,MA,MI,MN,MO,NE,NV,NJ,NY,NC,OH,OK,PA,SC,TN,TX,UT,VA,WISecurities and investment advisory services offered through Royal Alliance Associates, Inc,(RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 4041 W. Sylvania Ave, Suite 200 Toledo, OH 43••••••••00.
Experience
Financial Consultant
Aug 1999 — Present · Toledo, OH, US
Primary focus on retirement plans, investment planning, and deferral compensation• 14 years of corporate experience in financial and operational area• 23 years in the financial service industry• Graduate of The Johnson School of Management at Cornell University, MBA• Investment Advisor Representative, can act as ERISA 3(21) Fiduciary as part of the Royal Alliance Associates, Inc, Defined Contribution Consulting (DCC) Program • Accredited Investment Fiduciary® (AIF®)• Series 7, 63, 65, 24• Life, Health Insurance and Variable Annuity licensed in multiple states Craig had already established himself in a successful career as a chief financial officer when he was recruited into the financial services business in 1996. After several years in field management, he began looking into building his own financial services firm. In Craig chose John Hancock Financial Network and launched his Toledo, OH-based firm, Equity Planning Group, Ltd. Craig is currently an Investment Advisor Representative of Royal Alliance Associates Inc. His practice works with small businesses, business owners, and affluent individuals to provide them with customized investment asset allocation, estate planning, and retirement planning solutions.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.