Money Management Radio (Money Matters) host and financial columnist Marc Cuniberti has joined MKB Financial in Auburn as Investment Advisor Representative offering a full range of advisory services, retirement planning and asset management.
Dear fans,
For years people have listened to my show and read my columns. Because many thought I made sense and agreed with my economic views, they requested I manage their funds and for years I have refused. I simply had too much work in the radio/ media business. But after so many requests and having given it serious consideration, I have joined a very dear friend at his firm MKB Financial Services in Auburn. Matt Baltz and I think alike. We are like family. We strive to provide the best service, with integrity and straight forward analyst and communication. We offer a full range of money management, retirement planning, income planning, family planning, investment recommendations and more. We have developed 3 portfolios to help meet the needs of our clients. The cost will be a simple fee commensurate with the industry on the amount invested.
I will meet with you quarterly to review your investments and more often if you require it.
Annually I will update your financial information to keep us on track and make sure you and I are up to date on your situation and your expectations.
We will handle the transfer paperwork for you. I will sit down with you and gather your individual situation and your needs, basically getting to know your financial picture so together we can decide what is best for you and your family.
I am excited to be able to offer you this opportunity to go “Money Matters”!
Call me today at my personal number (530) 559-1214 (private cell- do not give out ) to talk with me about meeting with you or just to get more information. I expect to be busy with this announcement so give me a call to beat the expected rush! Or send me an email at mcuniberti@cambridgesecure.com
Thank you again and I look forward to meeting of all of you!
Website news:
The website moneymanagementradio.com is being overhauled to reflect this new opportunity.
You will start receiving newsletters again shortly! Thanks again for your patience and I look forward to speaking with you on and off air!
All the best and I am so excited to hear from all of you on my new role in managing your finances if you would like me to fill that role!
Marc
