FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


Educational Forums and Seminars

The Masterpiece Financial Services mission is to educate clients, help simplify and organize their financial lives, and create peace of mind both for today and the future. To that extent, providing educational forums and seminars for area groups such as businesses, special interest groups, such as area Chamber of Commerces, Not-for-Profit groups, Retirement groups, etc. has been an exceptional way for our team to provide valuable information and resources to employees, small business owners, retirees, and local not-for-profit members.

In the complicated financial and tax environment we live in today, there are many questions out there. Our goal is to provide the resources to help guide your team in making educated financial decisions.  Help your team start planning for retirement today.

Contact us today to set up a seminar.

Back to Services