聯絡資訊
- allstatefinancialservices.simplybook.me
- Michael Wardeh, ChSNC with Allstate Financial Services, Altamonte Springs, 940 Centre Cir. Suite 2012
營業時間
-
星期日
店休
-
星期一
09:00 - 18:00
-
星期二
09:00 - 18:00
-
星期三
09:00 - 18:00
-
星期四
09:00 - 18:00
-
星期五
09:00 - 15:00
-
星期六
店休
公司資訊
As a Personal Financial Representative with Allstate, I help individuals and families make informed decisions to protect what matters most and prepare for the future. I work closely with clients to understand their unique goals, challenges, and priorities, then provide tailored solutions that address life insurance, retirement income strategies, long-term care protection, special needs advising and more. My role is to simplify complex financial concepts, guide clients through important choices, and ensure they have the right coverage and strategies in place for every stage of life.Whether it’s safeguarding a family’s financial security, helping plan for retirement, or preparing for life’s unexpected events, I provide trusted guidance backed by Allstate’s strength, resources, and commitment to customer care.You know you're in Good Hands!作品圖集
團隊組成
Michael Wardeh, ChSNC
Michael Wardeh, ChSNC with Allstate Financial Services
Altamonte Springs, 940 Centre Cir. Suite 2012
Michael Wardeh, ChSNC
熱門服務
15-20 Min Quick Chat
20 分鐘
Just a quick 15 - 20 minute call to see if the services I offer might possibly apply to your needs.
Michael Wardeh, ChSNC with Allstate Financial Services
Altamonte Springs, 940 Centre Cir. Suite 2012
15-20 Min Quick Chat
Full Discovery call
60 分鐘
Not gonna lie, I'll be thorough. You may need a little of this or a little of that or none at all. Let's suppose you take your car in for repair...you would certainly describe to the mechanic the noise or feeling you have as you make the
Michael Wardeh, ChSNC with Allstate Financial Services
Altamonte Springs, 940 Centre Cir. Suite 2012
Full Discovery call
Investment Strategy meeting
60 分鐘
This meeting is the follow up from other meetings and we are now planning our investment breakouts. This is the fun part as we decide our risk tolerances, time horizons, and overall investment strategy.
Michael Wardeh, ChSNC with Allstate Financial Services
Altamonte Springs, 940 Centre Cir. Suite 2012
Investment Strategy meeting
Special Needs Planning Session
60 分鐘
As a Personal Financial Representative with Allstate and a Chartered Special Needs Consultant® (ChSNC®), I help individuals, families, and caregivers protect what matters most and plan for a secure future. My work starts with understanding each clien
Michael Wardeh, ChSNC with Allstate Financial Services
Altamonte Springs, 940 Centre Cir. Suite 2012
Special Needs Planning Session
Policy Review Call
60 分鐘
This call is for my current clients. It might have been some time since our last call and now it's time to refresh why you got the coverage and make sure that everything is still current like beneficiaries, addresses, phone numbers, emails, timelines
Michael Wardeh, ChSNC with Allstate Financial Services
Altamonte Springs, 940 Centre Cir. Suite 2012
Policy Review Call
評論
1 客戶評論