I am a financial consultant providing strategic planning for small business owners and real estate investors through the independent financial advisor channel. My message is that I am 100% agnostic on the investments we use but care about the strategies we implement on hitting their goals.
Business CardFront of the card:Roy V. Pfleger II
President & Financial Consultant
17 Stony Wood Road
E. Setauket, NY 11733
E: [email protected]
D: 631-682-9182
Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, Inc.., an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, Inc. are separate, but affiliated, entities.
Back of the card:Please see logo upload.
RVPII Consulting, Inc.
www.rvpiiconsulting.comSocial media cover designStrategic Planning for Real Estate Investors & Small Business Owners | Financial Consulting | 1031 Exchange Consulting--- Update: 2020-06-10 06:44:39 ---The "securities offered..." part are mandatory disclosures but do not have to be incorporated to the design. They can just be added to the base of the card underneath the other details.
Thanks all!
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RVPIIConsultignEmailLogo1591735819.png
Design Concepts Completed4 years ago
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Realistis
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