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Many employees still aren't saving for retirement every paycheck. Dave talks with Taylor Watts, a financial advisor and investment analyst at Carroll Financial, about giving employees the best chance to positively shape their financial future–educating employees on benefits, retirement plan options that can be offered, forming saving habits, and more.
You can reach Taylor at:
(704) 409-2596
[email protected]
Here's an article on retirement plan options
Visit us at https://www.davidpetersfinancial.com/
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.
David Peters Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220
By David R. Peters5
77 ratings
Many employees still aren't saving for retirement every paycheck. Dave talks with Taylor Watts, a financial advisor and investment analyst at Carroll Financial, about giving employees the best chance to positively shape their financial future–educating employees on benefits, retirement plan options that can be offered, forming saving habits, and more.
You can reach Taylor at:
(704) 409-2596
[email protected]
Here's an article on retirement plan options
Visit us at https://www.davidpetersfinancial.com/
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.
David Peters Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220