Description: Independent Advice to help you Save More Money, Pay Lower Taxes, And Build a Better Retirement. BayRock is an Independent Fiduciary Advisory Firm in Houston TX
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Smarter Strategies and Better Results BayRobo
In this short video, I’m introducing the BayRobo Strategy and inviting you to consider joining me in putting BayRobo into place in your investment portfolio.
Long before I became a Certified Financial Planner™ professional, I was a State Farm agent in Ridgway, PA. As the “new guy” in town, I had a big challenge to earn trust with my new clients. The agency I was assigned to had about 2,000 households, or families. That included about 2200 auto policies and about 1200 fire policies (homes, rental properties, business policies).
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