Verified recordFinancial Services

Joseph McCullough

CPA Team Based Model Consultant at Elite Resource Team

Based in Richmond, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Richmond

Industry

Financial Services

Company size

37

Contact information

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Email

1 credit

j•••••••@elitert.com

Phone

5 credits

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Background

About Joseph McCullough

As a Financial Services Professional, I work with clients to help them prepare for that next step in life, whether personal through proper protections, or business through advanced strategies that are not available to most business owners. Maintaining the utmost professionalism in combination with access to a wide variety of products and services with unlimited access to various carriers to help individuals, families & businesses meet their financial goals and insurance needs. A few areas where I provide guidance & assistance include- Guaranteed Retirement Income analysis - Employee benefit and retention services - Business Planning & Succession Strategies - Business Insurances - Personal Insurances - Tax Advantaged Retirement Options Contact me to discuss options, ask questions or see how I can assist- I am licensed to sell insurance in: VA, OK, NC, MD, FL, IL, IN, WA, MN, DC

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