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MONEY IN A MINUTE The Sterk Financial Difference

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Manage episode 372212431 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Here’s the thing: money doesn’t come with instructions. You need a path. You need a strategy. This explains the Sterk Financial motto in a nutshell: Plan. Protect. Grow. Securities and Investment Advisory Services are offered through Woodbury Financial Services, Inc., Member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Woodbury. Neither Woodbury Financial nor its representatives or employees provide legal or tax advice. Forbes Best-In-State Wealth Advisors list includes 10 recipients per state. The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings. Securities and investment advisory services offered through Woodbury Financial Services (WFS), member FINRA, SIPC. WFS and Sterk Financial Services are unaffiliated. The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Criteria include years of industry experience and weights factors like revenue trends, assets under management, compliance records, and those that encompass best practices in their approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 350 Oak Tree Lane, Suite 150, Dakota Dunes, SD 57049 605-217-3555 sterkfinancialservices.com Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
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340 episodes

Artwork
iconShare
 
Manage episode 372212431 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Here’s the thing: money doesn’t come with instructions. You need a path. You need a strategy. This explains the Sterk Financial motto in a nutshell: Plan. Protect. Grow. Securities and Investment Advisory Services are offered through Woodbury Financial Services, Inc., Member FINRA/SIPC. Insurance offered through Sterk Financial Services which is not affiliated with Woodbury. Neither Woodbury Financial nor its representatives or employees provide legal or tax advice. Forbes Best-In-State Wealth Advisors list includes 10 recipients per state. The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings. Securities and investment advisory services offered through Woodbury Financial Services (WFS), member FINRA, SIPC. WFS and Sterk Financial Services are unaffiliated. The Forbes ranking of Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Criteria include years of industry experience and weights factors like revenue trends, assets under management, compliance records, and those that encompass best practices in their approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 350 Oak Tree Lane, Suite 150, Dakota Dunes, SD 57049 605-217-3555 sterkfinancialservices.com Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
  continue reading

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