StrategIQ Perspectives - Working With Professional Partners

Watch the latest episode of StrategIQ Perspectives, where Michael A. Jankowske, Vice President, Estate and Charitable Planning and Steven M. Gronceski, CFP®, AIF®, Vice President, Wealth Management, discuss the mutual benefits of our firm working with, or more accurately, partnering with professional partners like attorneys, CPAs, insurance agents, and more. By combining the expertise of various professionals and our financial advisors, clients benefit from a more holistic approach to achieving their financial planning goals.

 

Got questions? Reach out to your advisor or contact:

Dalton J. Stokes
Investment Advisor
Business Development Coordinator
By Phone: 219.736.8902 ext.206
By Email: djstokes@sfgweb.com


 

Music Credit:
Song: DayFox & MusicbyAden - Poolside
Music provided by Vlog No Copyright Music
Creative Commons - Attribution-ShareAlike 3.0 Unported
Video Link: https://youtu.be/XIX1q0-Rndg

Video Clip Credits:
Workshop: Video by Kevin Yau from Pexels
Workers Welding: Video by ArtHouse Studio from Pexels
Couple Packing Oranges: Video by Jack Sparrow from Pexels
Paying With Credit Card: Video by Kampus Production from Pexels
Busy Day At The Park: Video by Ömer Gökyar from Pexels
Combine Harvester: Video by Italo Bicca from Pexels
Shopping Mall: Video by Amer Mansour from Pexels
Stock Trading Screen: Video by Tima Miroshnichenko from Pexels
Stock Market Analysis: Video by Tima Miroshnichenko from Pexels