Claudia joined Briggs Financial in October 2014 after a number of years with a major bank. She handles all client administrative service requests and is responsible for most client and account administration functions. You will find Claudia to be a friendly and courteous professional who is eager to accurately address any service issues you bring to her attention.
As a Licensed Assistant Claudia also assists in the completion of client documentation and is active in offering our products and services to new clients.
Contact Claudia today to discuss your financial and investment needs. You’ll be glad you did!
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.