John Harmatuk CFP®
John Harmatuk is a CERTIFIED FINANCIAL PLANNER™ and a Fiduciary to his clients and prospective clients. With a fiduciary duty at all times, John takes the responsibility of acting in your best interest with the utmost concern. As a trusted advisor, it is John's top priority to employ comprehensive financial planning techniques to help you make informed decisions regarding wealth accumulation, investment management, retirement planning, tax optimization, estate planning, and more. With a relentless focus on your financial well-being, John aims to empower you with the tools and knowledge necessary to build a secure financial future.
As a CERTIFIED FINANCIAL PLANNER™, John operates with transparency and objectivity, placing your best interests at the forefront of every recommendation made. By not accepting any investment related compensation tied to commissions or product sales, you can be confident that the advice you receive is solely based on your unique needs and financial objectives. This approach ensures an unwavering commitment to providing you with the most suitable strategies and solutions tailored to your specific circumstances.
John truly believes in the importance of personalized financial planning. By taking into account your unique circumstances, financial goals, risk tolerance, and values, John designs customized strategies that align with your aspirations. Through open and honest communication, John strives to build strong, long-lasting relationships with clients, ultimately providing them with peace of mind and financial clarity.
Whether you are just starting your financial journey or seeking to optimize your current financial standing, John is here to guide you every step of the way. By entrusting your financial planning needs to you gain a trusted partner dedicated to your financial success.
Reach out today to schedule a no-obligation consultation and unlock the path toward achieving your financial dreams. Contact him at john@dwa-llc.com or call him directly at 315-877-0554.
