Why Choose Us?
At Guttman Financial Group, we seek to provide a truly unique experience that sets us apart from other financial services firms. Working with us, we believe you can experience unique benefits, including:
Through our relationship with independent broker-dealer, Geneos Wealth Management, Guttman Financial is not restricted to proprietary products. We can utilize the wide variety of options available from a full range of high-quality investment and insurance companies to build individualized plans and programs for clients.
Commitment to Excellence
We are committed to building lifelong and trusted relationships with each and every one of our clients. We seek to serve as a reliable resource you can turn to for honest answers. Through our proactive process and ongoing communication, our goal is to help you feel more confident in your future and empowered to make pivotal decisions.
Education is a key element of financial strategizing. For you to feel comfortable with your strategies and confident with your financial future, understanding your opportunities and making informed decisions is a must. In many families, it’s rare for all members to play an active role in their budget, taxes, and investments. Guttman Financial seeks to involve all members of your family in the process and work together with you for the long-term.
Too often, wealth management firms rely on cookie-cutter approaches or model portfolios, fitting clients to limited strategies. In utilizing a holistic process, Jake strives to do just the opposite: develop customized solutions to each person’s complex suite of issues. He enjoys building creative strategies that incorporate your many needs, from today’s tax concerns to tomorrow’s retirement dreams.