At Priority Financial Solutions, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Sharon is the president of Priority Financial Solutions, where she customizes financial strategies to her clients' needs. She strives to find options for your financial needs and goals during many life stages, including retirement and...
Series 7, 66 Life and Health
Shawna is our Operations Manager, where she helps with opening accounts, following up with clients, preps for client meetings, and processes account activities. She has been in the financial services industry since 2011 and enjoys...
Axiom Portfolio Manager
Senior Portfolio Manager