AllGreen offers creative business funding, brand development, and marketing solutions to all phases of business, start-ups to mature. A one-stop solution to all business growth needs, AllGreen helps businesses attain loans and generate leads with proven branding and marketing mix strategies. To contact AllGreen, please visit our website at www.allgreenusa.com. We look forward to connecting with business owners and entrepreneurs, and helping to foster the spirit of innovation and American dream of business ownership.
Fusion Financial is a financial planning and investment advisory firm providing professional guidance and wealth management services to corporate executives, professionals, business owners and other individuals interested in growing and preserving long term wealth.Here at Fusion Financial, we will provide you a one stop shopping place for your financial needs. Your current financial profile, tax considerations, investment portfolio, credit needs, attitudes toward risks, your Real Estate and Mortgage situation and Auto and Home Insurance coverage will all be examined. Our focus is on you throughout this whole process. All the advice and strategies will be customized around your situation. For investment advisory services, tax and business strategies including Retirement and Estate planning, Insurance and Mortgage lending services look to Fusion Financial Advisory services for unmatched Wealth Management Strategies.
With market volatility and underperforming portfolios due to the global economy, we develop custom financial strategies for our clients that protect them from down markets, while at the same time ensuring stable capital growth, often on a tax-favored basis. We understand that strategic financial planning can get confusing and somewhat overwhelming especially as your wealth expands. That’s why we’ll help you protect what you have, and help you grow your retirement nest egg into the asset you really want. We’re here for you.
Securities offered through SECURITIES AMERICA, Inc. A Registered Broker/Dealer. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Brian Levy is currently securities licensed in AZ, CA, FL, IL, NV, OR, SC, TX, VA, & WA, Cooper McManus is a SEC Registered Investment Advisory Firm. BML Wealth Management, Cooper McManus, and Securities America are not affiliated. California Insurance License # 0E50344. Securities America and its representatives do not provide tax or legal advice. Tax and legal services discussed on this site are coordinated with the appropriate tax and legal professionals. IMPORTANT CONSUMER INFORMATION A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Brosnan & Associates has been in business for over 16 years. With local agents/advisors and multi-state agents/advisors we are a boutique firm specializing in personal and professional service. Our company is an independent non-proprietary firm that believes in a holistic approach to each company’s unique benefits and financial goals.
Simran Singh joins Principal Financial Group with over 10 years in the Financial Services industry. Simran begin his career as a Personal Banker with Bank of America, where he eventually became the VP of Small Business Banking and managed three branches with clients ranging anywhere from $250k-$5 million in assets. He has also worked for Edward Jones and most recently, New York Life. Simran has a strong presence within his community and is dedicated to helping both individuals and business owners become educated on the financial solutions to help fit their needs and accomplish their personal and business goals. Born in India, Simran moved to LA County at the age of 7 where he still resides today with his wife and children. He is currently working towards obtaining his Bachelors of Arts from the University of Phoenix in Business Administration and has the FINRA Series 7 and 66 securities registrations. Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, (800) 247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group, Des Moines, IA 50392.