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OUR SERVICES

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FIDUCIARY STANDARDS | OUR SERVICES | ABOUT US | CONTACT US

COPYRIGHT MUNTZ FINANCIAL 2013 - SITE DESIGN BY SANTINO NOIR

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OUR SERVICES

Muntz Financial is a fee-only Registered Investment Advisor. We do not sell financial products; we advise clients in a partnership setting. We have found by aligning our interests with our clients we develop a mutually beneficial relationship that extends beyond any product or simple financial solution.

As a Registered Investment Advisor we specialize in four key areas:
º Custom/Tailored Investment Solutions
º 401(k) Plan Management as ERISA 3(38) & 3(21) fiduciaries
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Foreign Exchange & Hedging
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& Cash Management

We offer free investment audits, in which we will analyze your current financial situation and assess its performance and relevance to your situation.

Our analysis is comprehensive and complimentary. Our extensive audit process identifies deficiencies in an investment portfolio and we offer intelligent solutions to meet your future goals. Often our solutions require us to utilize products from investment companies. We invested significant time and resources in developing relationships with the following investment firms:






Planning for the future is always timely and we welcome the opportunity to show how an investment advisor can help you achieve financial security.