Our featured guests on this INSIGHTS with Ixonia Bank episode are Jeff Taylor, CFP® and Briana Smith, CLU® of Ixonia Wealth Management. Both are experienced advisors who offer investment solutions through their partnership with LPL Financial, which based on total revenue, is the nation’s largest independent broker dealer. (As reported by Financial Planning magazine, June 1996-2020)
Lauren Ruff, Ixonia Bank Assistant Vice President & Marketing Director, sits down with Jeff and Briana to learn what makes Ixonia Wealth Management unique, and what approach they take on short- and long-term investment horizons. And best of all, they dispel the common misconception associated with the term wealth management. Customers do not need a large amount of assets to work with Jeff or Briana to manage their hard-earned money. Additionally, they welcome you to contact them to schedule a no-obligation consultation (or second opinion).
Want more information or schedule a consultation?
You can visit Ixonia Wealth Management’s website here: https://www.ixoniawealthmanagement.com/