Michelle M Balfe

4410 Olando Ln, Bowie, MD 20715

Financial Services

The Washington Group
Financial Advisor
Metlife Jul 2012 - Jun 2016
Financial Services Representative, Financial Advisor Representative
Foresters Financial Services Jun 2002 - Jun 2012
Senior Sales Supervisor

The Catholic University of America 1998 - 2003
Bachelors, Bachelor of Arts, Finance Roosevelt High School 1998

Insurance
Mutual Funds
Financial Analysis
Investments
529 Plans
College Savings Plans
Wealth Management Strategies
Retirement
Retirement Planning
Retirement Income Planning
Iras
Roth Ira
Simple Ira
Ira Rollovers
401K
401K Rollovers
Life Insurance
Term Life Insurance
Universal Life Insurance
Whole Life Insurance
Disability Insurance
Health Insurance
Long Term Care Insurance
Group Insurance
Business Succession Strategies
Estate Succession Strategies