Our Firm

(Seated L-R: Marie  Mayer, Jamie Miller & John Garretson)

Stellar Customer Service…

We strive to offer excellent, personalized customer service.  We are never too busy to return a phone call and respond to your questions and suggestions.
 
Unique Investment Discipline…

Like many in the wealth management business, we use fundamental analysis to help decide what investments to buy or sell.  However, our difference lies in our approach to portfolio risk management.  We combine fundamental analysis with technical analysis, the study of price movement, to help achieve favorable returns for our clients.  We believe successful asset management involves knowing when to buy and when to sell.  The ability to perceive and manage risk, while striving to preserve our clients' wealth, is of foremost importance at Garretson Financial.  Our access to solid research and the latest investment tools allow us to stay on top of current economic trends, and to position clients in the right blend of stocks, bonds or mutual funds to reflect their financial goals and the market's current conditions.

At Your Service….

We are, quite simply, always at your service.  We develop creative solutions to your concerns, and we are happy to explain even the smallest details of your portfolio. We welcome the opportunity to educate you about the world of investing whenever and however you need.  
 
When it comes to managing your money, you can rely on us to help you clarify your investment goals and create a plan to achieve those goals. We're committed to helping you, whether you're an individual investor or a small-business owner trying to better manage a pension fund.   

The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. Past performance is not a guarantee of future results. The views expressed are our own, and do not necessarily represent the views of my broker-dealer, The Investment Center, Inc. any other member of their staff, or affiliates.The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.