danielle fabian
business development coordinator at guild mortgage
Jennifer OBrien
Business Development Coordinator
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Professional Email
****@****.com
Personal Email
****@****.com
Work Phone
(***) ***-***
Mobile
(***) ***-***
Local Location
United States
HQ Location
boca raton, florida, united states
Designation
Business Development Coordinator
Birthday
-
Retirement is one of life’s most meaningful transitions — and at Singer Wealth, we believe it deserves more than a generic financial plan. We take a holistic approach, building every retirement strategy around what matters most to you: your relationships, your purpose, your legacy, and your financial security. Our Vision Process ensures no detail of your life goes unplanned — from Vision Focus, to Vision Clarity, to Vision Transition, to Vision Continuum. Specialties: Retirement income planning · Social Security optimization · Tax-efficient investing · Estate coordination · Holistic financial planning Based in Boca Raton. Proudly serving South Florida families from Miami to Palm Beach. “Your vision for retirement — built with intention, backed by strategy.”
HQ Location
boca raton, florida, united states
Industry
financial services
Employees
39
Specialties
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