MKB Financial Services

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Introduction: I take great pride in the level of communication, support and service I provide to my clients. The global economy and investment markets can be very volatile, and I feel it is important that each client understands the risk within their portfolio so that there are no surprises.

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Reviews

5.0

2 reviews

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Gerry S.

Aug 17, 2011

Matt Baltz has been my financial advisor for the past seven years. He created a portfolio that has met my objectives a hundred percent. Unlike many advisors, he's able to stay abreast of my investments and successfully make the necessary adjustments for to meet my goals.we meet monthly for reviews. I can't say enough to express my satisfaction with his talent and the care he takes with his clients. Gerry Shaltz

Steven K.

Aug 17, 2011

I have invested with MKB, Matt, for more than 6 years. He has provided protection for my money while most investors have lost some of theirs. He is trustworthy and reliable; never too busy to answer your calls and emails. His knowledge about investing is fantastic. I highly reccommend MKB to everyone!

FAQs

What advice would you give a customer looking to hire a provider in your area of work?
Look for someone that has your best interest in mind, communicates frequently with you about your investments and clearly explains all fees, charges, risks and liquidity contraints prior to making a new investment.