An Introduction to Ixonia Wealth Management
Play • 8 min

Our featured guests on this INSIGHTS with Ixonia Bank episode are Jeff Taylor, CFP® and Briana Smith, CLU® of Ixonia Wealth Management. Both are experienced advisors who offer investment solutions through their partnership with LPL Financial, which based on total revenue, is the nation’s largest independent broker dealer. (As reported by Financial Planning magazine, June 1996-2020)

Lauren Ruff, Ixonia Bank Assistant Vice President & Marketing Director, sits down with Jeff and Briana to learn what makes Ixonia Wealth Management unique, and what approach they take on short- and long-term investment horizons.   And best of all, they dispel the common misconception associated with the term wealth management. Customers do not need a large amount of assets to work with Jeff or Briana to manage their hard-earned money. Additionally, they welcome you to contact them to schedule a no-obligation consultation (or second opinion).

Want more information or schedule a consultation?

You can visit Ixonia Wealth Management's website here:  https://www.ixoniawealthmanagement.com/

.
.
.
----------------------------------------------------------------------------------------------------
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Ixonia Bank and Ixonia Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ixonia Wealth Management, and may also be employees of Ixonia Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ixonia Bank or Ixonia Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

*Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
----------------------------------------------------------------------------------------------------

DISCLAIMER – The INSIGHTS by Ixonia Bank Podcast is for informational purposes only and any recommendation made herein does not take into account the specific investment objectives, financial situation or particular needs of any particular person. Whilst the information provided here is believed to be reliable, it has not been independently verified by us. The views expressed herein may change without notice and may differ from those views expressed by other Ixonia Bank personnel. This should not be relied upon as a basis for investment decisions. Before making any investment, you should carefully seek appropriate independent legal, tax and regulatory advice. 


Member FDIC | Equal Housing Lender | NMLS# 423065

Copyright: Ixonia Bank 2021

More episodes
Search
Clear search
Close search
Google apps
Main menu