About Asset Advisors - Insurance - Investment - Income Planning

Your Greater Milwaukee Area Asset Advisors Representative: Gary Mutz

I am a Registered Representative and owner of Asset Advisors, which provides financial products and services, including mutual funds, annuities and retirement plans for individuals and businesses. As an independent agent I can search the market to find an appropriate investment product for you, which allows me to fit a client to an appropriate company. I enjoy working with existing 401k plans and setting up new plans. I also enjoy helping individuals plan for retirement by utilizing software that projects retirement income. I have been providing financial services at Asset Advisors since 1996 and in the financial services business since 1991.

I have been advising businesses on formation of new retirement plans or upgrading existing plans.Most of these plans are 401k's, although I also work with SEP's, SIMPLE's, and IRA's. During the interview process, I identify issues and concerns of a business, which then allows me to broker this information and find a plan suitable for that company. Continual upgrading and service to the participants is provided thru semi-annual visits to client companies.

Specialties: As an independent agent I can search the market to find an appropriate investment product for you. I have over 25 years of experience that has helped me to find the best alternative and cut my clients costs.

Linked In profile https://www.linkedin.com/in/garymutz - Registered Representative, securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity - Member FINRA & SIPC Check out Your Broker with BrokerCheck

Income Services for Southeastern Wisconsin

Asset Advisors provides financial products and services, including mutual funds, annuities and retirement plans for individuals and businesses. We provide financial solutions to Southeastern Wisconsin, and the Greater Milwaukee area. We have access to more than 150 companies including the largest 401k providers.

Registered Representative, securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity - Member FINRA & SIPC Check out Your Broker with BrokerCheck