Stephen Close, CFP®
Through his Broker/Dealer he holds securities 6, 63, 66, and 7 registrations in numerous states and also carries life, health and disability licenses in Nevada, California, New Mexico, Texas, Washington, and Alaska. In 2006, he completed and attained the CFP® designation. He is also a current member for the Financial Planning Association.
Audreen Williams is a recent transplant from San Francisco, California and is now an Administrative Assistant at Close Financial Services, Inc. She brings with her over 20 years of administrative, managerial and accounts receivable experience. She received her Associate of Arts degree from Skyline College in California, while working full-time and raising a family. These days, with an empty nest, she and her husband are enjoying traveling.
Products & Services
Fixed & Variable Annuities
Fee-Based Financial Planning
Hourly Financial Consulting
Fixed & Variable Life Insurance
Long-Term Care Insurance