Services:
At Metz Financial we offer clients a transparent fee for service cost to provide professional advice on a multitude of areas including investing, asset allocation, managing debt, retirement planning, tax planning, estate planning, life insurance, and will provide access to specialized research and relevant information to help maintain and grow your wealth. We are able to integrate all of these concepts and provide a complete and comprehensive financial plan that works for you.
​
We provide you with your financial plan through this simple process:
-identify past, current, future objectives which relate to your financial well-being and address any immediate concerns
-select your personal financial strategy for the short and long term, and assist you in implementing your plan
-monitor and review your financial plan on a regular basis to address your ever-changing needs
-Investment Accounts
-Investment Products
​
​
-Other Products
​
At Metz Financial we have access to a vast array of products from various financial institutions. This allows us to pick the best investment, insurance, or banking product suited for your needs regardless of which institution it is from. Whether your goal is comfortable retirement, saving for your child’s education, increasing your net worth, finding the right insurance, or growing your business, we have the right advice and solution for you.