Sutley Wertzer, Inc. Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your financial and lifestyle goals. We will always: • Strive to acquire and maintain a thorough understanding of your financial goals. • Update your current financial information on a regular basis. • Carefully assess and monitor your investment risk and time frame. • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have. • Update you as and when appropriate by email, mail and phone. • Meet with you regularly to review your Personal Financial Organizer (PFO). • Act as your primary Wealth Advisor, coordinating the efforts of other related professionals as and when required. Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Sutley Wertzer and IFG are unaffiliated entities. For state licensing information please visit www.sutleywertzer.com The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
1-888-653-2347 
support@leadiq.com 
