Who We Serve

IVANA LOTOSHYNSKI, CFP® – NICK GANTAIFIS – WHO WE SERVE – EVENTS

Who We ServeOur primary focus is on individuals, families, and business owners who are seeking guidance in creating and implementing their financial plan and are interested in a disciplined approach towards achieving financial freedom and independence. In addition to individuals, we work with small companies, advising on pensions and 401Ks, as well as charitable foundations and endowments providing investment advice and guidance.

People Wealth Matters takes a personal and unbiased approach to each individual’s financial situation and offers solutions based on the client’s financial needs and capacity. We provide clear and transparent explanation of our compensation structure and fees.

Securities and advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. People Wealth Matters is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group’s privacy and other important information, visit the “Customers” section of www.nextfinancial.com
Investment products and services available only to residents of New Jersey, New York, Pennsylvania and North Carolina.
Neither NEXT Financial Group, Inc. or its Representatives give tax or legal advice. Please seek a professional for your specific situation.