A Second Opinion

Fresh Eyes, Fresh Perspectives

A Second Opinion is an objective review of your existing retirement, savings, or borrowing plans, wherever they may be, with no obligation. Even if you already have a financial plan or someone managing your portfolio, this is your opportunity to make sure you’re on track to meet your goals. You get a new perspective, and reassurance that everything is working in conjunction to get you where you want to go.

A Plan Aligned With Your Goals

“Two of my clients were a couple in their 80’s who had done a good job in the past of handling their finances,” says Elyssa Gelsino, a Premier Banker from Boca Raton, FL. “When I sat down with them to review their current plan, I found several gaps and determined they were taking too many risks for their situation. We were able to determine how much income they needed, consolidate their accounts and eliminate a loan against a life insurance policy. They were so pleased, they referred their daughter into the Premier Program as well.”

Disclaimers

Elyssa Gelsino is a Registered Representative of SunTrust Investment Services, Inc.

Contact Us

Talk to a Premier Banker:
  • 877.308.6678

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

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