The Glen Wood Financial Group, Inc. was founded in 2002 with the goal of uncompromising quality and personal service. In partnering with you to manage your wealth, our first priority is to make sure that we get to know you and your family above and beyond your financial picture. We actively listen to better understand what is important to you and then develop a customized comprehensive plan and investment strategy that considers your desired lifestyle and the resources that you have available to reach your goals. Together we will build a relationship based on mutual trust and respect with an approach to wealth management.
"Casting a Wide Net"-With open access to a vast universe of investments, we are able to independently select appropriate investments and construct a well diversified portfolio while managing risk. We know what we own and why we own it and want you as the investor to know as well.
"Steady Approach to the Market"-We have a strong commitment to investments that seek to maintain purchasing power over the long term. Our investment approach is based on making strategic purchases and sales based on attractive valuations and reasonable pricing.
"High Level of Integrity"- We treat your portfolio as if they were our own while never losing sight of your goals and objectives.
The firm is well known in the Ft. Myers, Naples and the Upstate New York area for its “Advice with Integrity.” Please consider Eric Kearney and The Glen Wood Financial Group, Inc. for your financial future and experience the difference. Contact us today to schedule your appointment.
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