Denny FanterLong-Term Care & Health Insurance Specialist
Phone: 972.355.4411 Denny
is a graduate from the University of Missouri-St. Louis with
a BA in Psychology. He is also a gradute from Webster
College with a MA in Business Administration and Management.
He was a manager with SBC Communications, Inc. for over 20
yrs. until 2000 when he decided to pursue a career as a Long-Term
Care and Health Insurance Specialist. ** Be assured Mr. Boda will never delegate the responsibility of advising or counseling you on any of your financial matters to one of his staff members. However, it is important to understand the value of each team member of our firm. Mr. Boda delegates all administrative tasks to his highly skilled team members. The team has been highly trained to handle all your customer service needs (withdrawals, paperwork, questions regarding statements, changes of address, etc.) Delegating these tasks benefits you because it allows Mr. Boda to concentrate on what he does best which is to spend his time meeting with clients to advise them on their issues & concerns and to spend the other portion of the day keeping an eye on your investments and researching tax law changes that affect you & your money. ![]() About Us
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Jerry Boda is a Registered Principal offering securities through SagePoint Financial, Inc., (SPF), a registered broker-dealer member FINRA/SIPC. Advisory services offered through Boda Financial Group Inc., a registered investment advisor not affiliated with SPF. This communication is strictly intended for individuals residing in the states of Texas (TX), Arkansas (AK), Arizona (AZ), California (CA), Kansas (KS), Louisiana (LA), Missouri (MO), Oklahoma (OK), Michigan (MI), North Carolina (NC), and Tennessee (TN). No offers may be made or accepted from any resident outside the specific state(s) referenced. ** Five Star Award is presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation. This website was wholly or partially sponsored by SunAmerica Retirement Markets, Inc. |
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