Contact Jesse Kurrasch
Telephone (702) 987-9732
Email [email protected]
Website www.ameriflex.com
March 1, 2022
The AmeriFlex Group® Continues Affiliation Model With Marlton, NJ Office
Brett Straub, CFP®, RICP®, CLU®, ChFC® and Stephanie Wade, AIF®, RICP® partner with The AmeriFlex Group®
The AmeriFlex Group® Continues Affiliation Model With Marlton, NJ Office
Brett Straub, CFP®, RICP®, CLU®, ChFC® and Stephanie Wade, AIF®, RICP® partner with The AmeriFlex Group®
Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. With combined experience of over 50 years in helping individuals and small businesses achieve their financial goals, Brett Straub and Stephanie Wade are operating under the name, “The Straub Group Advantage.”
Brett says, “We are incredibly excited about joining forces with The AmeriFlex Group (TAG). Stephanie and I have searched high and low for a group that places clients and financial planning first and is able to help us add to the services that we bring to our clients. We now have a home with a group of like-minded financial professionals who are passionate about serving their clients, all while maintaining the independence and ownership of The Straub Group Advantage that we have worked so hard to create. Working with TAG is a true partnership.”
Tom Goodson, President & CEO of The AmeriFlex Group® commented, “We are honored to have Brett and Stephanie join the TAG network. They exemplify the gold standard of what it is to provide a client-centric and planning-centered financial advisory practice. The AmeriFlex Group is a partnership of independents, and we are proud and honored to be partners with Brett, Stephanie, and the rest of the team at The Straub Group Advantage.”
The AmeriFlex Group® is recognized as The Home for Hybrids® – BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members & partners.
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If you would like more information, please contact Jesse Kurrasch at (702) 987-9732, by email at [email protected] or visit us at www.ameriflex.com.
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group®, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF. 8485 W Sunset Road, Suite 204, Las Vegas, NV 89113
