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.