Joshua Tallent

I have been offering financial advice and planning services for more than 15 years. I am passionate about and committed to helping clients pursue their financial goals. Through many cycles of the financial markets, I have been an advocate and knowledgeable guide for my clients. By developing a relationship with each one of my clients and taking the time to get to know who they are, I establish an understanding of their financial objectives. I then help my clients formulate a plan using an extensive variety of financial planning and analysis tools. My mission is three-fold: design personalized and unique financial strategies, nurture strong relationships and create peace of mind. I hold series 6, 7, 63 and 66 registrations as well as life, health and long-term care insurance licenses in several states.