RLP
Houston Business Cabinet | Marriott West Loop |1750 West Loop South @ San Felipe
Kris Cobb Wells Fargo Advisors Category: Financial Advisor
Brief Description/Statement of My Company: Financial Planning Retirement Planning Investments Ideal Referral Source: Divorcing Spouses Beneficicries of Large Estates Business Owners My Three Best Client Types: High net worth individuals Small business owners CPA’s, Estate planning attorneys, business brokers Club Members You Most Likely Have Synergy With: Loan Officers or Bankers (Jay Pirotte and Brian Tave) Realtors (C.W.) Financial Advisors (Kris) New Doors I Would Like to Open: Multi millionairs that are selling their businesses! Back to Directory
Referral Launching Pad