Managing Director - Investments at Oppenheimer & Co. Inc. | Wealth Management | Retirement Savings | Life Insurance
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Guillermo Bicas - Managing Director - Investments Ximena Goni - Senior Director - Investments Gladys Adriana Escobar - Senior Financial Associate Who We Are The Forza Group's mission is to deliver comprehensive financial planning tailored to meet client’s specific goals and objectives. Leveraging the Oppenheimer Asset Management platform and the Group's local and international experience, The Forza Group Advisors have helped clients with their financial planning needs for over 25 years. They provide access to a full spectrum of investment services and solutions that deliver a personalized financial strategy. Why Forza? Forza stands for strength, stability, and conviction. The Forza Group is a time tested international team of advisors uniquely qualified to provide objective, impact oriented guidance to our clients. As a group we embody these core tenets through our approach to financial planning, taking your hard earned assets and building the stable tracks that will take you from where you are to where you want to be. We know our role is to act as the ultimate steward for our clients wealth, and that means standing behind the strategies we recommend. We are invested in your success, alongside you, for the long term. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
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John Stoltzfus, Oppenheimer Asset Management chief investment strategist, joins ‘Squawk Box’ to discuss the latest market trends, why he believes the Fed is unlikely to cut rates this year, why he remains positive on equities, and more. https://bit.ly/4ce5tMG #markets #money #investing #financialplanning #personalfinance #insurance
Managing Director - Investments at Oppenheimer & Co. Inc. | Wealth Management | Retirement Savings | Life Insurance
https://lnkd.in/ePTupwsj Listen to one of our great podcasts https://lnkd.in/eshubc7z #markets #money #investing #financialplanning #personalfinance #insurance
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Managing Director - Investments at Oppenheimer & Co. Inc. | Wealth Management | Retirement Savings | Life Insurance
https://lnkd.in/dkgK6RgY https://lnkd.in/ePTupwsj #markets #money #investing #financialplanning #personalfinance #insurance
Managing Director - Investments at Oppenheimer & Co. Inc. | Wealth Management | Retirement Savings | Life Insurance
Have you adjusted your portfolio for these moves? Let's start a conversation. https://lnkd.in/ePTupwsj #markets #money #investing #financialplanning #personalfinance #insurance
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