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Priority Financial and Insurance Solutions
Joe and Patty, a husband and wife team, have nearly three decades of combined experience in the financial services and mortgage industry. In keeping with the spirit in which Priorty Financial will always operate, Joe is a proud member of the National Ethics Association (NEA), an organization of financial professionals that promotes commitment to trust, ethics and best practices. Joe has passed a comprehensive series of background checks and has agreed to maintain NEA standards. Members are admitted to NEA’s online national registry where consumers may view a member’s approval status and professional profile.Please look to Priority Financial and Insurance Solutions when looking for a Financial Advisor in Woodland Hills, CAPriority Financial's mission is to serve retirees by providing secure retirement strategies that fit our client's goals and needs. Our primary focus is to help protect our client’s principal and earned interest, while providing income that they can never outlive.Priority Financial and Insurance Solutions has built a rock-solid reputation for helping people protect and grow their wealth while maintaining a consistent dialogue with their clients aiding them with Fixed Index Annuities. As Financial Advisors in Woodland Hills CA, we are dedicated to serving clients throughout the southern California area. Founded in 2007, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.We understand how important it is for you to be able to trust your financial professional. It is important that they can provide you with accurate and helpful information.Joe and Patty, the Founders of Priority Financial, recently added three new members to the Priority Financial team, Danielle Pearson, who is currently working on her BA in Communications, handles back office operations and assists Patty with customer service and event planning. Amanda Jones, our newest addition to the team, while studying for her degree in art, handles all front office operatons as well as seminar coordination. Lastly, we proudly added a seasoned second agent, Michael Snowhite, who has been serving the community for over fifteen years with his own practice and joined forces with Priority Financial to help out with the ever growing client base we have experienced over the years.
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