Get to Know Joe Mains Financial Advisor Whitaker-Myers Wealth Managers

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  • Опубликовано: 6 фев 2025
  • In this video, John-Mark Young, President of Whitaker-Myers Wealth Managers, and Tim Hilterman, Chief Financial Planning Officer, ask Joe Mains, Financial Advisor and Finncial Coach at Whitaker-Myers Wealth Managers, ten questions so you can get to know him better.
    To learn more about Ben please visit his page at: www.whitakerwe...
    To Schedule a Meeting Please visit: www.whitakerwe...
    To learn more about Whitaker-Myers Wealth Managers: www.whitakerwe...
    The information provided in this video is for informational purposes only and does not constitute financial, investment, tax, or legal advice. Whitaker-Myers Wealth Managers and its representatives are registered to offer investment advisory services in certain jurisdictions, and the content of this video is not intended to solicit business in any jurisdiction where we are not registered or authorized to provide such services.
    Investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. All opinions expressed in this video are those of the presenters and do not necessarily reflect the opinions of Whitaker-Myers Wealth Managers or its affiliates. Any strategies discussed may not be suitable for all investors and should be evaluated based on individual financial circumstances, goals, and risk tolerance.
    Before making any financial decisions, viewers should consider consulting with a qualified financial advisor or other professional. For more detailed information about our services, please refer to our Form ADV, available upon request or through the SEC’s Investment Adviser Public Disclosure website.
    Whitaker-Myers Wealth Managers is a registered investment advisor. Registration does not imply a certain level of skill or training.

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    @whitaker-myerswealthmanage2043  11 дней назад

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