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Invest in a Relationship with a Financial Advisor

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Understanding your finances is important to maintaining a stress free and successful life, but it can sometimes be hard to do on your own. Many people turn to a financial advisor to help sort out the odds and ends that make up a financial portfolio, and choosing the right Advisor can make all the difference. Susie Brotz is a Financial Advisor at Edward Jones in Mequon and strives to make a great business relationship with her clients to better serve their financial needs. We spoke to her about navigating the current market, and how her services can keep you moving in the right direction. Susie offers free, no obligation initial meeting and financial consultations. To schedule an appointment, a portfolio review, or get a second opinion, call 262-302-4151. For more information about Susie, visit EdwardJones.com/Susie-Brotz .
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