It’s a real joy when we hear people say that hiring a Financial Advisor was one of the best decisions they’ve made. It would be easy to put some money in an index fund somewhere, but there’s so much more we can accomplish with our clients when we work on your future together.
We obviously create plans for traditional goals, like retirement and cash reserve. Yet it’s a true gift when we help our clients reach beyond personal wealth and give back to the community as well. Every day, we aspire to our core value: helping clients financially, emotionally, and ethically.
When I started Merino Wealth it was my goal to build a firm that would try to help as many of people as possible to reach their financial possibilities. I love my work. I love our clients. I realize how important our work is.
November is the month for being grateful aaaaand this month I turn 37! To celebrate our valued clients and my birthday, we deem all of November the first annual Merino Wealth Referral Month. All month (well, every month to be honest) we’ll be honoring the trust that our clients put in us when they introduce us to someone that they care about.
Do you know someone who you think we can help? Maybe they’ve gone through a recent transition like a job change, big move, or divorce and aren’t sure what to do next? Or they’re a good saver, but don’t seem to have a plan in place like you do? Or maybe they’ve just asked the question “what does your advisor do for you?”
Please don’t keep us a secret. Put us in touch.
The views expressed today are my own and do not necessarily represent the views of my broker-dealer, The Investment Center, Inc. or my Registered Investment Advisor, IC Advisory Services, Inc. The information contained is derived from sources believed to be accurate. However, we do not guarantee its accuracy. The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. The information contained is not appropriate, by itself, to guide investment decisions.
All Securities Offered Through The Investment Center, Inc. Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. – An SEC Registered Investment Advisor. Jessica Merino is a registered representative of The Investment Center, Inc. Merino Wealth Management is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.