I look forward to speaking with you, please select your desired meeting type and select the best time that works for your schedule.
In-Person Spectrum Client Meeting
If you are a current client of Spectrum Financial and would like to come into our offices and meet to discuss your portfolio, please select this meeti...
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While we strive to keep you as up to date as possible, please feel free to schedule your own quarterly update call. We can go over general market upda...
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During our first onboarding call we will discuss your investment goals, style and preferences as well as go over our investment options. Please have y...
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