As a Financial Advisor with Bankers Life Advisory Services, Inc. in Cary, NC, I provide personalized wealth management and retirement planning strategies designed to help you achieve your financial goals. I offer guidance on investment planning, retirement income and education funding in addition to health, life and annuity insurance needs. Whether you're managing a financial transition or preserving assets, I create tailored strategies based on your needs. As a fiduciary, I am committed to acting in your best interest, providing ongoing support, portfolio management, and experienced guidance to help navigate every stage of your journey with confidence.
About Todd Lomenick Before Todd Lomenick began his career with Liberty National Life Insurance Company, he worked for an irrigation company as a foreman. He was enticed to join Liberty
Home, Auto, Life and Commercial Insurance
We are an independent agency appointed with several insurance companies offering Home, Auto, Commercial & Life insurance.
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Donna helps North Carolina families and individuals with auto, home and life insurance, as well as financial products and services. Let us help you save more money, give us a call today!
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