Chelsea Financial Services

Meet Paul Balog

Financial Advisor | Portfolio Strategist

Lady Lake | The Villages | Central FLORIDA

Paul Balog - Financial Advisor & Portfolio Strategist

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 CarolinaTexas and Maine

Insurance:  Annuities 

Licensed to sell insurance in:  FL

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