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8 x July 21 — August 3, 2022 x www.SouthwestOrlandoBulletin.com FINANCING YOUR FUTURE Charles Schwab Caters to All Clientele It’s important to choose the right team to help you reach your financial goals. Certified financial planner Michael Wytiaz, independent branch leader of Schwab branches in Windermere and Clermont, can help. Michael and his team of financial consultants give personalized attention and guidance to each client with access to all the resources and tools available through Schwab. “The long-term relationships we have with our clients are based on trust, loyalty and our ability to work together,” Michael said. “They get to experience the power of Schwab and feel confident in their investments.” Michael spent more than 30 years in the financial service business before opening his own Schwab Independent Branch 10 years ago in Windermere. The Clermont branch was opened 4 years ago. Each is a full-service office with several financial consultants who work as a team to serve all clients. Whether someone is looking for portfolio advice, financial or retirement planning, wealth management, investment options or educational advice, Schwab offers individualized options. “We meet with the clients regularly and on an as-needed basis; @K&R Photography PROMOTIONAL FEATURE it’s customized for each client,“ said Wendy Wytiaz, office manager. “We’re consultants,” added Marina Troyan, financial consultant. “We meet with clients to help them pursue their specific goals and connect them with specialists. They have access to expertise, specialists and other insights through us to get to their goals. We’re available for our clients both proactively and reactively.” With Michael and his team, there is alwasy someone avaialble to help with any concern. The consultants welcome any questions from members of the local community and are committed to connecting clients with any resources or specialists depending on what each client is looking for. And, Schwab offers clients 24/7 support with professionals ready to help answer their questions any time. @K&R Photography “We have a wide variety of different clientele,” Marina said. “They’re looking for personalized help from an experienced team. Whether they want advice or education or need a financial plan, we’re here to help achieve their financial goals.” For more information or to request an appointment, chat with the support team, or sign up for a local or virtual workshop, clients can visit the offices’ websites at www.schwab. com/clermont and www.schwab. com/windermere. To learn more about Charles Schwab, contact Michael Wytiaz and his team at 407-909-0485. His office in Suite 204 at 4848 S. Apopka-Vineland Road in Windermere is open Monday through Friday from 8:30 a.m.-5 p.m. The Clermont office is located in Suite D at 1600 Hancock Road. Its operating hours are Monday through Friday from 9 a.m.-5 p.m. Compliance #: 0722-2MUL ª
July 2022 | Southwest Orlando Home & Real Estate | 1 SOUTHWEST ORLANDO Home & Real Estate Volume 3, Issue 5 — July 2022 Home Upgrades That Add Style and Beauty Before Making Renovations Moved and Bought a Home? Here’s What You Should Know A Product A Product of the of the Southwest Orlando Bulletin
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