...located in the mountains of Northeast Georgia at
115 Cleveland
Street, Suite C, Blairsville, Georgia 30512.
Phone contacts: 706.781.3230 or 800.742.4392.
30 YEARS
OF
EXPERIENCE
HELPING PEOPLE WITH THEIR FINANCIAL PLANNING AND RETIREMENT
Basically,
financial planning is the balancing of financial market risk with a
client’s goals and doing so in a responsible and accountable
manner. Over the last thirty years, investing and saving has become
more complex and time consuming with new markets for investing,
currency revaluations, more mutual funds and new financial
instruments. While some can still manage their money for the
future, over the years more people have come to professional
financial planners like Denise Windham, President, Core Capital
Financial Services, Inc.
For over 30 years,
Denise, who is a Certified Financial Planner, has been helping
people achieve their financial goals and plan for their retirement.
She has built her practice with hands on experience, service, trust
and confidentiality. Having been in the business in good market
periods and bad, Denise knows how to construct diversified
portfolios that meet the client’s individual needs using a full
range of instruments such as stocks, bonds, annuities, mutual funds
and insurance. She has experience managing and planning for large
and small pension plans, businesses and individuals.
As an Independent
Advisor, she was formerly affiliated with Raymond James Financial
Services for the last ten years. Recently, to improve service to her
clients, she selected Harbour Investments as her Broker/Dealer.
Harbour Investments was named the 2007 Division 1 Broker Dealer of
the Year by Investment Advisor Magazine.
Denise and her
husband Gene moved to Blairsville 10 years ago and are both actively
involved in the community with a number of local and state
organizations.
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Don’t wait to begin
your financial planning or get assistance on your retirement
funding. If you have any financial or investment questions, Denise
will make every effort to assist you – professionally and
confidentially.
I hope I have the
opportunity to assist you and your family with your financial needs
and goals in the near future. Our office is located at 115
Cleveland Street, Suite C, Blairsville, GA 30512. Our phone is
706-781-3230 or 1-800-742-4392.
Email Denise
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