The financial industry landscape is always changing and so in August 2015, Kevin King joined the company as a partner to bring a strong focus on personal and corporate-owned life insurance.
Kevin has been in the financial services industry business since 1991.
King said. “I think the partnership including Moe Jr. is a great compliment for our clients. We are able to bring Moe Sr’s extensive investment background and combine it with my insurance planning. Together the match helps our clients get the best of both worlds.”
Moe Sr. believes the partnership has changed the dynamics of the company in a way that will better serve the ever changing needs of the clients. This combined with the continued support of Moe Mailloux Jr. will ensure the continuation of the firm for years to come.
“The partners’ niche and expertise complement each other. This makes us a more balanced team able to assist individuals and businesses with all of their investment needs,” says Moe. Their “walk in” policy for new and established clientele alike means someone is always ready to serve you, answering telephone inquiries in person with no merely generic solutions for individual concerns and questions.
As the baby-boomer generation ages there is a substantial transfer of wealth that we are experiencing. Moe’s team can educate clients on how to bypass estate and probate fees to ensure that money goes directly to beneficiaries.
“We believe our team of five financial security advisors, a full time group and pension specialist as well as three customer assistants show we have a strong investment in this community,” Kevin said. “This investment insures that we care and we provide a service to our clients’ that is second to none.”
Moe Sr. is a life and qualifying member of the Million Dollar Round Table (MDRT), the premier association for the world’s best sales professionals in the life insurance-based financial services business. Kevin King has been a MDRT producer since 1997. Rest assured that you are working with accomplished, ethical professionals.
Through annual reviews, semi-annual statements and online updates, Moe Mailloux Financial Services Inc. guarantees top notch service to clients.
To learn how to start achieving your future financial security today, contact us at 519-728-9431 or come in for a consultation.