Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Postmark Benefit Group |
| Address: |
13423 Blanco Road, #292 |
| City: |
San Antonio |
| State: |
TX |
| Zip Code: |
78216 |
| Telephone: |
(210) 479 - 5509 |
| Fax: |
(210) 492 - 0747 |
| Web Site: |
n/a |
| |
| Working with Postal and Federal Employees to help them
get the best out of their government benefits through personalized
analysis and individual benefit reports; as well as coordinating
Federal Employee benefits with their personal assets. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Bruce A. Panettiere |
(210) 479 - 5509 |
postmarkbap@sbcglobal.net |
| 2. |
Christopher A. Panettiere |
(512) 775 - 7184 |
postmarkcap@austin.rr.com |
PROFILE INFORMATION
Licenses and Education
Insurance Licenses (Life, Health, Disability, etc.): Life,
Health, Disability, Annuities
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): ChFEBCSM, CLU,
ChFC
Experience
I have been providing financial and/or related advice
to clients for 36 years.
How I/we charge clients for services (please select one):
| __ |
Fee for Financial Planning (initial, hourly, and/or
retainer) |
| __ |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
| __ |
Other (please specify): |
Financial Services Provided
| __ |
Tax preparation |
X |
Comprehensive financial planning |
| __ |
Investment and asset management |
X |
Insurance |
|
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
| __ |
Cash management and budgeting |
| __ |
Stock and bond brokerage |
| __ |
Other (please specify): |
Specialty: To save the Postal and Federal
Employee money by coordinating government benefits with personal
assets to provide a better retirement.
I am or my firm is registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm (please select one):
X |
1-5 |
| __ |
6-10 |
| __ |
11-50 |
| __ |
51-99 |
| __ |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
| __ |
Employee |
| __ |
Independent Contractor |
| __ |
Other: _____________________________________ |
Broker/Dealer Affiliation:
X |
No affiliation |
| __ |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
