Charlotte Area, The Financial Healer, Offers Investment Services and Free Offer in January 2020
Dec 29, 2019 10:44AM
By Shannon McKenzie
Frank Wilkinson, Principal at The Financial Healer, in Charlotte, attests that “many individuals and small businesses are underserved by the financial community” including in the natural health, wellness and green living areas. “One of the reasons that motivated me to offer financial and investment assistance to this segment was because, over the years, members of the spiritual community have been a big help to me.”
“I have found that many people are reluctant to start an investment portfolio because they don’t know how to begin. In addition, most well-known investment managers want clients with assets of $500,000 or more to invest. Smaller accounts tend to be directed to mutual funds.”
Wilkinson, a portfolio manager with 20-plus years of experience managing major clients like Ford Motor Co. cash and pension investments, GTE Corp. Pension Fund, and DLJ Securities Corp, (a Wall Street securities dealer), can help individuals invest smaller amounts in low-risk, well-diversified ETF (Exchange Traded Funds) trading as well as other strategies.
“They are quite simple but, like many investments, you need to know what you are doing,” he says.
For more information or to arrange for a free introductory call, email [email protected] or visit WilkinsonCareer.com. Mention Natural Awakenings by January 31, 2020 and receive a custom portfolio and two months of portfolio management services free.