Nashica McRath - Financial – Investments

Member Profile

    Contact Info
  • Phone: 404-990-2979
  • Team: Alpharetta
  • Introduced by Jeanne Bynum Hipes
  • Joined on 01/09/2019

Recent Comment

Quality

As a Financial & Investment Advisor there are many quality markers. Both for the investment options and for me as the the Financial Advisor providing world class financial advice and solutions personally tailored to meet their needs for the express purpose of meeting or exceeding life style preservation goals. My quality markers include but are not limited to continuous communication and updates to my clients, reviewing and ensuring we are investing in quality investment options that are right for them. Ultimately, I am solely responsible for hitting these checkpoints. When I discover there is a problem, and depending on the problem, I will communicate the good and the bad to my clients, review investment options, review portfolios, make any necessary changes agreed upon, etc.

Awards & Recognition

Leadership
  • ParticipationCoOrdinator
  • MentorCoOrdinator
Development
  • Orientation
  • InfoMinute Seminar

Members Sponsored

  • Charlie Minotto
  • DeAndre Lambert

Company Profile

Company Profile

We get to know our clients and then they become a part of our family. We build relationships, and educate our clients on how to reach their financial goals. In doing so we are keeping them on track,while building & preserving their wealth.

Member Email

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