Brad Mentzer’s goal is to assist clients in every aspect of their financial lives. He will provide the most personal service available, thus earning a reputation for excellence in the industry. For each client, Brad strives to help create financial stability and security to provide financial independence.
Brad is committed to long-term relationships with clients and works to find the product or service that best meets clients’ goals and objectives. He strives to be proactive, not reactive, as he seeks to improve all aspects of clients’ financial lives.
Brad will do everything in his power to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send an email or give us a call at (717) 249-6327.