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    Garrett W. Moretz

    Financial Advisor

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    08/22/2008

    10/03/2015

    Moretz Wealth Management, LLC

    181 North Main Street,
    Suite 208,
    Mooresville, NC 28117
    US
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    http://www.moretzwealthmanagement.com

    Financial Services

    Description

    Our goal is to protect and grow our clients assets and net worth. We use a unique blend of fixed investments and securities to insure that our clients not only achieve great investment results but also have the assurance that they are protected. We value our clients goals and strive to work with them to achieve those goals no matter how large or small. We use a holistic approach to working with clients that includes financial and estate planning. Our clients are our number one priority and we value each relationship that we have with those clients. We work for you as your partner to decide what benefits YOU not us.

    Education

    BS Business AdministrationSeries 65Series 7Series 24LifeHealthVariable ProductsMedicare SupplementLong Term Care

    Associations

    Financial Planning Association

    Association of Online Insurance Agents

    References

    Available upon request.

    Bio


    Garrett W. Moretz is recognized as a leading expert on safe investment alternatives as well as investment management. He is an independent financial advisor who has been helping consumers with tax advantaged investment alternatives for over thirteen years.

     

    Garrett has created a service that caters to people who are frustrated with low interest CD’s and are rightfully scared of the crazy and risky stock market but still want higher interest and rates of return. His services help consumers find alternatives to not only safely protect their nest eggs but that also

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