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

Take Initiative

When I review a clients portfolio and I realize based on the information they have told me and the goals they have indicated that the funds in this portfolio are for, they maybe in the incorrect investments. I think will be sure to communicate that to my clients, and let them know it is based on the information they have given to me, which will include, their level of risk tolerance, goals and use for these assets, and the time horizon we are working within. I will also communicate when I see that a client is in the appropriate investments. Thank You.

Awards & Recognition

  • ParticipationCoOrdinator
  • MentorCoOrdinator
  • Orientation
  • InfoMinute Seminar

Members Sponsored

  • Charlie Minotto

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

  • This field is for validation purposes and should be left unchanged.
  • Accepted file types: pdf.
    No spaces in your file names.