Broker Check

Investment Management*

In today’s investment environment, it is easy to be overwhelmed by the amount of information available. It seems that the media and so-called “experts” are always telling you what to do with your investments, even though they do not have any knowledge of your specific financial situation. Without professional advice, taking action could be detrimental to your investment goals.

*These services are offered by Jonathan Vert, Jeffrey Vert, Anthony Martiniello, Kathryn Hartie, and Linda Newell through their affiliation with HD Vest.