Our Qualifications
JOE MATUSZ, OWNER OF GOLDEN TRIANGLE FINANCIAL SERVICES, HAS BEEN HELPING CLIENTS ACHIEVE THEIR FINANCIAL AND RETIREMENT GOALS SINCE 1987..
HE IS A GRADUATE OF INDIANA UNIVERSITY OF PENNSYLVANIA AND HOLDS MULTIPLE PROFESSIONAL DESIGNATIONS INCLUDING HIS EXECUTIVE CERTIFICATE OF FINANCIAL PLANNING FROM DUQUESNE UNIVERSITY.
HE IS LICENSED TO SELL A VARIETY OF INSURANCE AND INVESTMENT PRODUCTS, INCLUDING HAVING ATTAINED HIS SERIES 7 AND 65 LICENSES.
He is also a IAR - Investment Advisory Representative
JOE OFFERS FREE EDUCATIONAL SEMINARS ON A VARIETY OF TOPICS TO BUSINESSES AND INDIVIDUALS. IF YOU ARE INTERESTED IN ATTENDING ONE, CHECK OUR CALENDER FOR UPCOMING SEMINARS. IF YOU ARE INTERESTED IN HAVING JOE CONDUCT A SEMINAR FOR YOUR BUSINESS OR ORGANIZATION, PLEASE CONTACT US FOR MORE INFO AND WE WILL BE HAPPY TO DISCUSS FURTHER.
I AM LOOKING FORWARD TO TO USING MY EXPERTISE TO HELP YOU WITH YOUR FINANCIAL SITUATION.