Meet Paul Balog
Financial Advisor | Portfolio Strategist
Lady Lake | The Villages | Central FLORIDA
Paul Balog, Paul offers several decades of experience within the investment and annuity business. While he has previously held management and supervisory positions involving branches and trading departments, he is focused exclusively on guiding individuals toward their retirement goals. He considers the development and implementation of risk managed investment strategies along with understanding each of his clients individually, to be the core of the value that he seeks to deliver.
Contact Paul via our Contact Form
Certification(s): Financial Advisor & Portfolio Strategist
Area(s) Served: The Villages | Central Florida
Securities Licenses: Series 66, 7, 24, 53, 4
Licensed to sell securities in: Florida, North Carolina, Texas and Maine
Insurance: Annuities
Licensed to sell insurance in: FL