TruMix Advisors’ Post

Those moments when you know you're in the right place are really special. Here's Heather with a quick story about a specific part of her job that she loves. 😍 Ready for a match made in financial heaven? 952-222-8286 [email protected] TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. #finances #finance #matchmaking #minnesota #twincities #favoritethings #ilovemyjob

➡️ Unlike many companies, we're not looking to work with just anyone. We strive to build relationships with the people we do our best work with. Rather than having an account with some large company where you're one of many, wouldn't you like to find someone who gets you? Get started: ⬇️ ⬇️ ⬇️ 952-222-8286 [email protected] TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. #financialwellness #financialpeace #finance #personalfinance #financialgoals #financialvision #lifegoals #passionandpurpose #minnesota #valuesdriven

Does your financial advisor do this? 🤔 Reach out, we're excited to talk to you! ⬇️ ⬇️ ⬇️ 952-222-8286 [email protected] TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. #financialadvisors #finances #financialplan #twincities

Be picky about who you work with. Here's 3️⃣ questions you should always ask a prospective financial planner. Ask us anything: 952-222-8286 [email protected] TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. #financialplan #personalfinances #finances #twincities #minnesota #financialplanner

Not all financial planners are the same. 👀 Don't settle to be one of many, work with an advisor who works for you: 952-222-8286 [email protected] TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. #financialplan #personalfinances #finances #twincities #minnesota #financialplanner #onlinecalculator #diyfinance

➡️ It was a proud moment when a client let us know how much they enjoyed our time together. Who knew talking finance could be so uplifting?! 😊 Start the conversation: 952-222-8286 [email protected] TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. TruMix Advisorsdoes not compensate (cash or non-cash) for this, or any, review. There are no material conflicts of interest that would affect the given testimonials. Testimonials may not be representative of the experiences of others, and do not provide a guarantee of future performance success or similar services. #financialfreedom #finances #financialservices #financialliteracy #financialadvisor #financialcoach #financialeducation #financialplanning #financialgoals

These are all possible when you work with an advisor that aligns your financial goals with your life goals. ⬇️ ⬇️ ⬇️ 952-222-8286 [email protected] TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. #financialwellness #financialpeace #finance #personalfinance #financialgoals

Trust me, Cameron Rogers, CFA and I have heard it all. Don’t settle for a financial advisor who’s “‘just okay.” You deserve a financial advisor who really listens to you — and doesn’t just give you one-size-fits-all solutions for your financial future. At Ellevest, we’re building advisory teams who are not afraid to get personal about your wealth. Find an advisor who really puts you first at https://lnkd.in/eD5XAQyE.

Here's how we compare to that online calculator. 😎 🖼️ Let us look at the whole picture: 952-222-8286 [email protected] TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. #financialplan #personalfinances #finances #twincities #minnesota #financialplanner #onlinecalculator #diyfinance

➡️ This client shout-out really made our day. The opinions of our clients matter the most. We know everyone asks for reviews, but as a small company, these really help us to get the word out about how we care for you. (Unfortunately, leaving us your review does not dramatically increase your portfolio's returns...even though we'd like for it to. 😉) You can leave us a Google review here: https://bit.ly/40bs7P3 TruMix Advisors (“TruMix”) is a registered investment advisor offering advisory services in the States of Tennessee, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results. TruMix does not compensate (cash or non-cash) for this, or any, review. There are no material conflicts of interest that would affect the given testimonials. Testimonials may not be representative of the experiences of others, and do not provide a guarantee of future performance success or similar services. #financialfreedom #finances #financialservices #financialliteracy #financialadvisor #financialcoach #financialeducation #financialplanning #financialgoals