Diane Metivier – Financial Advisor
Hi, my name is Diane Metivier and I am a financial advisor. My goal is to inspire women, children, and their families financially. I am independent and have worked with individuals and business owners for 15 years to see where they are with respect to their goals as well as where they would like to be.
A customized plan is created for you. I specialize in insurance and investment planning. I offer my “ABC’s of Financial Fulfillment Workshop” free to help people get back to basics on money habits to both companies and groups. Feel free to reach out to me by email or phone to schedule your complimentary 20 minute “Financial Check-up” or to schedule a workshop.
E-mail me at email@example.com or phone 609-526-5864.
I would be honored to have the opportunity to assist you. Yours in prosperity.
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I am passionate about assisting my clients in every aspect of their financial lives. I provide the most personal service available, thus striving for a reputation of excellence in my industry. For each of my clients and their families, I strive to help create financial stability and security to provide financial independence.
I am a seasoned professional, with over 12 years of experience, whose practice is based upon a “hands on” approach to financial guidance. Not only am I knowledgeable, but I truly care about making your dreams a reality. As your Financial Professional, I will do everything in my power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
My mission is to inspire and empower women financially by creating wealth through education and guidance, seeking to provide them with the financial security and the freedom that comes with it.
My practice is founded upon the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. I hold myself to the highest standards of ethics and integrity in my dealings with clients. If you have any questions about your current financial situation or wish to schedule an appointment, send me an email at firstname.lastname@example.org or give me a call at (609) 526-5864 or (609) 744-8816.