Our Services

The Mayer Group believes in "THE PROCESS." In today complex environment of changing markets and "new" investment products, we believe you wish to learn along with earn.

THE PROCESS we follow is to identify:

1. Your Risk Tolerance 2. Your Specific Goals, Retirement 3. An Investment Policy Statement 4. The specific tools to review the investment selection process.

Today more than ever, you need to select a financial professional to help you build your investment foundation.

Dan Mayer blends old fashion service with today's technology that provides you with custom solutions that fit your personal financial agenda.

Now is a good time to find out how we have been helping successful clients help themselves!