Second Opinions: Why They Matter in Your Financial Journey (Video)
Most people agree that a second opinion always makes sense. But what about when it comes to your finances? Check out this quick video where I share why it may be time to take a second look at your financial plan—and what it could mean for your financial future.
Matt has worked in the financial services industry for 20 years, and as an Accredited Investment Fiduciary® designee, his main priority is to place clients’ interests ahead of his own. He takes time to develop a detailed and customized wealth planning strategy to not only fit their needs today but help get them where they want to be in the future. His holistic approach encompasses many facets of financial planning to make sure their plan is the best solution for them. Matt also works as the advisor of several 401(k) plans to support plan sponsors, address their fiduciary responsibilities, as well as guide the employees in building individualized retirement plans.
Anthony, a graduate of Keuka College with a major in organizational communication and a minor in marketing, has years of experience working with small businesses to develop their branding and marketing strategies. At The Pitti Group, he focuses on creating tailored financial planning strategies, prioritizing a deep understanding of each client’s unique needs and long-term goals. Anthony is committed to detailed analysis and consultative decision-making to ensure effective financial solutions. Residing in Penfield with his family and Miniature Golden Retriever, Cooper, he is passionate about soccer, golf, and the great outdoors.
The Pitti Group Wealth Management LLC (“the Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where the Pitti Group and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://www.thepittigroup.com/.
This information is general in nature and should not be considered tax advice. Investors should consult with a qualified tax consultant as to their particular situation.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.