Philip J. Conjerti

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Military, Estate Planning, Group Benefits

English

Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement income solutions
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

I am licensed to sell insurance in: VA, CA, FL, GA, KS, MD, and NC securities in: VA, CA, DC, FL, GA, MD, NC, NY, and OH.  Domiciled in VA, CA Insurance License Number 4330360. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 Eastshore Drive, Suite 300, Glen Allen VA 23059 (804)346-1011.  

Setup An Appointment

MM202611-311872

Check the background of this investment professional on FINRA's BrokerCheck