Today we’d like to introduce you to Andy Guzy.
So, before we jump into specific questions about the business, why don’t you give us some details about you and your story.
I was first introduced to the financial services industry while working as a bank teller during my college years. I transitioned into an investment position at the bank, and have only expanded my passion for the insurance and annuity industry since then. I earned my Bachelor of Science degree in finance from Lewis University and held my Series 6, 7 and 63 securities licenses, and life and health insurance licenses.
We’re always bombarded by how great it is to pursue your passion, etc – but we’ve spoken with enough people to know that it’s not always easy. Overall, would you say things have been easy for you?
There were good days and bad days but overall most of the days were great. The biggest struggles along the way came from trying to balance the work and family life. You want to be there for your clients but have to remember that family needs you also.
So, as you know, we’re impressed with Guzy Wealth Management, Inc – tell our readers more, for example, what you’re most proud of as a company and what sets you apart from others.
Since its founding in 2006, Guzy Wealth Management, Inc. has been committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. We offer a wide range of financial products and services to individuals and business owners to help them achieve a more secure financial future. Among our services are retirement income strategies, wealth accumulation, asset protection, annuities, life insurance, tax minimization strategies, long-term care, IRA and 401(k) rollovers, estate planning and IRA legacy planning. We excel at providing clear, easily understood explanations of financial products and services to ensure clients are well informed before they make any financial decisions for their future.
So, what’s next? Any big plans?
We have teamed up with another advisor from California where which we will be doing more educational events for clients, co-authoring a book, doing podcasts to make sure our clients are informed of any changes that are happening.
Contact Info:
- Address: 1 Lincoln Centre
15th Floor
Oakbrook Terrace, IL 60181 - Website: www.guzywealth.com
- Phone: 7737675700
- Email: andy@guzywealth.com
- Facebook: @GuzyWealth
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