Strutzel Investment Team

The Strutzel Investment Team

Mission Statement

Our mission is to help our clients invest their assets with the same care and consideration we would our own. We seek to provide a positive experience over time with properly implemented strategies. We make investment recommendations based solely upon the risk tolerance and goals of our clients, and provide monitoring and advice.

We are free to do the right thing for every client. We provide high quality products and services with no other interest in mind.

Our clients should think of us first as their financial consultants, personal CFOs and teachers. We want to help our clients implement long-term strategies designed to create, manage and distribute wealth.

We are committed to being at the forefront of personalized service, quality and family-oriented investment planning.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights