At Streff Financial Group we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible. Just as it's wise to get a second opinion about a medical procedure, it's also wise to get a second opinion about your financial plan. Dr. Paul J. Zak, a neuroeconomist at Claremont Graduate University, discovered that trust is among the strongest known predictors of a country's wealth.*
The same can be said about the levels of trust in individuals. People who lack trust in others and never build relationships of trust, tend to have less wealth. We know that our success as a financial advisor is built on the trust and confidence that our clients place in our advice. Building trust takes work and we promise to make every effort to exceed your expectations if you decide to work with us.
The same can be said about the levels of trust in individuals. People who lack trust in others and never build relationships of trust, tend to have less wealth. We know that our success as a financial advisor is built on the trust and confidence that our clients place in our advice. Building trust takes work and we promise to make every effort to exceed your expectations if you decide to work with us.
Services
We believe that comprehensive financial advice and long-term strategies will help you pursue your goals more quickly than short-term risky investments. We serve our clients best by providing "slow and steady" advice over the years.
While it is easy to get caught up in the state of the economy or the latest "hot" stock, we believe passionately that the way you invest should be aligned with where you are in your life.not with the short-term ups and downs of markets.You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals.
While it is easy to get caught up in the state of the economy or the latest "hot" stock, we believe passionately that the way you invest should be aligned with where you are in your life.not with the short-term ups and downs of markets.You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals.
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Streff Financial Group experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.
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