4 x August 23, 2018 x South Lake Medical Directory Making Your Money Count Charles Schwab Has Programs for Every Investor Charles Schwab is a full-service brokerage firm covering all areas of wealth management and, for more than 40 years, has been one of the most trusted names in the financial industry. With the experience and expertise of their financial professionals and competitive pricing, it’s easy to see how Schwab has been ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms, Three Years in a Row” in the 2016, 2017 and 2018 J.D. Power Full Service Investor Satisfaction Study. After more than 30 years in the financial service business, certified financial planner Michael Wytiaz decided to open his own independent Charles Schwab branch in The Grove shopping plaza in Windermere in 2012. “Over the last six years, we have formed deep relationships with our clients and the community,” says Michael. “The long-term relationships we have with our clients are based on trust, loyalty and our ability to work together. They get to experience the power of Schwab and feel confident in their investments.” The success of the Windermere location led Michael to open another branch recently in Clermont. Michael states, “Our model services everyone in the community. We deal with clients of all different educational levels and backgrounds. We have sophisticated investors to novice investors and everything in between. We work to be able to communicate with our clients on every level. tonyrappa@capturevideo-photo.com PROMOTIONAL FEATURE tonyrappa@capturevideo-photo.com We can make complex financial situations simple to understand.” According to Michael, one of the biggest financial mistakes people make is not having a sound plan in place. “Too many people base what they are going to do by what they see on television or read online. At Charles Schwab, we are able to customize a plan that’s right for each individual. Our clients can be certain that their portfolio is set up correctly from the beginning and adjusted accordingly.” Charles Schwab offers several different programs for investors based on their investment and financial objectives. Michael explains, “We work with our clients in a variety of ways. One of which is self-directed, where the client may have a brokerage account, picking and choosing their own investments. It can be difficult to manage your own portfolio, because many times you think with your heart and not your mind. However, individuals wanting to manage their own finances can still do so through Charles Schwab, because we guide them in the right direction and help them understand how best to manage their own portfolio.” For those individuals looking to have their portfolio managed, Michael says, “We take the time to assess the client’s financial objectives and time horizons in order to find the program best suited for their needs and goals.” He notes that even in a managed program with Schwab, it’s very important for people to take the time to understand how their money is being managed. “People need to be involved in their portfolio. Therefore, we try to engage our clients no matter what program they are in. We do this by offering a variety of resources and regularly holding workshops on many different financial topics.” Michael notes an important key to success with all of their clients is the dependability and availability that Charles Schwab offers. “We meet with clients at least once a year, but often meet with them quarterly. It really depends on the client and how much attention they want when it comes to their portfolio.” In addition, Charles Schwab provides 24/7 phone support from trained professionals. Schwab.com also offers lots of financial tools, resources, webinars and online training. To learn more about Charles Schwab and its investment programs, contact Michael Wytiaz and his staff at 407-909-0485; 4848 S. Apopka Vineland Road, Suite 204, Windermere; 8:30 a.m.- 5 p.m., Monday-Friday; or 352-404-5238; 1600 Hancock Road, Suite D, Clermont; 9 a.m.-5 p.m., Monday-Friday. Charles Schwab received the highest numerical score in the J.D. Power 2016-18 Full Service Investor Satisfaction Study. The 2018 study was based on 4,419 total responses from 18 firms measuring opinions of investors who used full-service investment institutions, surveyed November-December 2017. Your experiences may vary. Visit jdpower.com. n
South Lake Medical Directory x August 23, 2018 x 5 SOUTH LAKE Medical Directory Table of Contents Dermatology .......................................7 Endocrinology ......................................7 Health Center ......................................8 Hospital ............................................11 Periodontics .......................................12 Pharmacy ..........................................13 Vascular Surgery ...............................13
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