126-1 Industry Lane
Financial Planning Advisor
Alex joined Akers Financial Group in May of 2012 as an Associate Financial Planner. He is a licensed life and health insurance specialist and holds series 7 and series 66 licenses. Alex is also a FINRA General Securities Representative...
Harford County Office on Aging
Bernie has been a part of the Akers team since February, 2016. He holds series 7, 66 and life and health licenses. He has retired from Northrop Grumman Corporation as their Vice President and Chief Information Officer. Prior to that...
President and Founder | Financial Planning Advisor
Brian A. Akers, CFP®, President and Founder of Akers Financial Group, has more than 30 years of experience in the financial services industry. With a determined vision, his organization is built on the premise of serving clients
Licensed Funeral Director | Evans Funeral Chapel
Realtor | Long & Foster Real Estate, Inc.
Vice President | Financial Planning Advisor
Jeff joined the financial services industry in 2000 and is now Vice President of Akers Financial Group. He holds licenses in life and health insurance, series 7 and series 66. Jeff is a FINRA General Securities Representative. He...
Attorney, Perkins & Zayed
Jennifer Eseed is an Attorney of the firm and concentrates her practice in Estate Planning and Elder Law. Jennifer has served as a trusted advisor to hundreds of clients and their families, providing them with high-quality and...
Akers Financial Group, Insurance Specialist
Jesse Cunningham V started his insurance career at State Farm where he learned the basics of car insurance, home insurance, life insurance, and disability insurance. He was very fortunate to have a great mentor to teach him the...
Vice President, Senior Advisor Consultant | Franklin Templeton
Senior Real Estate Specialist | Long & Foster Real Estate, Inc.
Cheif Investment Officer, Brookstone Capital Management
Mark DiOrioCFA, Chief Investment Officer, Brookstone Capital Management Mark W. DiOrio, CFA, is the Chief Investment Officer of Brookstone Capital Management. In his role, he leads the firm’s investment committee and drives the...
Investment Advisor Representative | Asset Marketing Systems
I am a travel agent who helps couples and families create memorable experiences on Ocean and River Cruises, and at Disney Destinations, Universal Parks, All-Inclusive Resorts, and Extraordinary Getaways around the world. I create...
Senior Vice President of Capital Markets - Northeast at Cottonwood Residential
Please read the investment summary and prospectus, which can be obtained from your financial professional and should be read carefully before investing.
Real Estate Investment Trusts area a longer-term illiquid investment and may not be suitable for all investors. Vacancies can negatively impact income and capital gains potential. Investments in real estate may be affected by adverse economic conditions and regulatory changes. This is neither an offer nor a solicitation to purchase any products, which may be done only with a current prospectus. Investors should consider their investment objectives and risks, along with the product’s charges and expenses before investing. Please read the prospectus carefully before investing.
Guarantees based on the insurance company’s ability to pay and early withdrawal may cause a loss of principal due to withdrawal charges. Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc. which will affect contract values. Interest credits are based on a formula that takes into account the performance of an index. Purchasers are not investing in the index and will not experience the same returns as the index of a related index mutual fund. Purchasers will participate in only a state percentage of an increase in an index, as the annuity imposes a “cap rate.”
Kalos Capital, Inc. does not provide tax or legal advice. Please consult with your tax or legal advisor for such guidance. This material is provided courtesy of Akers Financial Group and contains general information to help you understand basic financial planning strategies. It refers to legal and tax consideration but is not meant to provide advice in this regard. Legal and tax advice should come from an attorney or tax advisor such as an accountant. The presenter, speaker and sponsor of this information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any government agency or organization.