Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
As an independent advisor, Rich offers unbiased financial planning, investment advisory, and insurance agent services for life, disability and long-term care coverage.
Melissa Roche is a Client Services Associate at Endeavor Financial Advisors, LLC (Endeavor). Melissa began working with Endeavor at the firm’s inception in 2015, primarily providing behind the scenes process and technology...
Sean Higuera joined Endeavor Financial in the fall of 2019 as a Para-planner. Sean’s responsibilities include data analysis, sustaining client relationships, and working alongside wealth managers to develop comprehensive...