Alpha Omega Financial

Description

Since entering the financial services industry in 1976, Joe Pantozzi has been committed to providing the highest quality service and sound advice based on thorough and timely research. He holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Joe combines professional dedication and commitment to offer creative financial strategies in the context of professional, personal, caring and concern. As President of Alpha & Omega Financial Services, Incorporated Joe demonstrates a seasoned understanding of the needs of closely held businesses, professional firms and executives. He focuses on investment planning, life insurance and estate planning in conjunction with his clients' other professional advisors. Joe believes that his clients deserve his commitment to continuing education, proper credentials, and the best financial products. "Service toward an existing client is much more important than marketing to new clients." Extensive background in the financial, estate and retirement planning fields have allowed Joe to conduct media interviews and seminars focusing on disability protection and investment planning. He is involved in various professional organizations including Financial Service Professionals. Trust and understanding service have earned Joe the respect and admiration of his clients, as evidenced by his receipt of honorary including the National Quality Award and life membership in the Million Dollar Round Table. Membership in MDRT is recognized internationally as the standard of excellence in life insurance sales and service. Active in the community, Joe is a member of Paradise Church. He resides in Las Vegas, Nevada, with his wife, Evangela and their daughter Alexandra. OUR SERVICES Joe Pantozzi is and Investment Advisor Representative. Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA , SIPC. Neither Alpha & Omega nor Insurcorp are affiliated with AIC. Copyright 2008 Joe Pantozzi / QuinnStudioDesign.com

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