I recently received a once-in-a-lifetime opportunity to participate in the closing bell ceremony at the New York Stock Exchange! It was an incredible rush to be in this thrilling environment and it gave me time to reflect on how exciting the investment world is and how much I love my job. I’m grateful for the opportunity to help my clients make smart money decisions and create opportunities to build, protect and distribute their resources so they can work toward their goals, no matter what the market is doing. I am always inspired by the trusted relationships I have created along the way and my convictions about serving my clients with integrity in the financial planning process.
Here are some photos from my exciting trip to New York!
An aerial view of this beautiful city
The New York Stock Exchange
Thanks for letting me share this memory with you! If you are looking for objective advice from a financial planning firm you can trust, I invite you to contact me at (239) 204-4333 or email@example.com to schedule a meeting and experience what sets us apart.
Scott R. Schatzle, CFP® is a financial advisor and the owner of Mutual Trust Advisory Group, an independent, fee-only financial planning firm that specializes in helping successful individuals, families, and retirees. Scott brings more than 13 years of industry experience to the table, along with specialized training in and knowledge of comprehensive financial planning. Working closely with each of his clients, he strives to assist people in making smart decisions around their money and help them build and maintain wealth over time. Based in Estero, Florida, he works with clients in Estero, Bonita Springs, Fort Myers, and Naples. To learn more about Scott and his firm’s services, call (239) 204-4333, email firstname.lastname@example.org, or connect with him on LinkedIn.
Mutual Trust Advisory Group is registered as an investment advisor with the state of Florida and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.
All investments and strategies have the potential for profit or loss. There are no assurances that a client’s portfolio will match or exceed any particular benchmark.
This newsletter has been provided by Claire Akin of Indigo Marketing Agency for informational purposes and does not constitute an offer to sell or a solicitation of an offer to buy any security. All expressions of opinion reflect the opinions of Claire Akin of Indigo Marketing Agency and not necessarily those of Mutual Trust Advisory Group.