First Senior Financial Client now at RMD age


Just got off the phone with a client whom attained age 70 1/2…He wanted to tell me that he is sending me back his RMD forms and was very thankful for helping him through this process…he offered to buy me lunch next time I am in the city.  I’m thinking Arby’s.

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About Phil Cannella

Head Analyst with First Senior Financial Group

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