Joseph Maas

Joseph Maas

Joe Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, is an unusual financial advisor because he is certified in so many areas of expertise. Maas has earned certificates from nine prestigious organizations. With over two decades of financial industry experience, he offers refined professional advisory skills to business owners, private wealth clients, and trusts. Maas established his company, Synergetic Finance, to provide personalized financial service, customized for each client’s unique circumstances. With a team of capable and broadly experienced financial advisors, Maas provides a complete mix of integrated financial services. Joe recently published his second book – 401(k) Insight: Getting to “Retired!”

10 Angels: Which Angel Investor Is Right For You? – Part 2

In 10 Angels: Which Angel Investor is Right For You? – Part 1 you were introduced to the first five angel investor types. Here are...

10 Angels: Which Angel Investor Is Right For You? – Part 1

You may be looking for an angel investor to provide the extra cash your business needs to move to the next level of success. An...

The Real Estate Investment: Basics You Need to Know!

Real estate is an important part of an investment portfolio’s asset allocation because it contributes to an overall reduction in risk and can provide significant...

The Top 10 Free Investment Information Websites – Part 2

Today we continue with the second half of our list of The Top 10 Free Investment Information Websites, and I hope there are some welcome...

The Top 10 Free Investment Information Websites – Part 1

Anyone who has searched the Internet for investment information knows there are dozens and dozens of websites dedicated to providing investors with information. But how...

How a Business Valuation Will Help Sell a Business

Most business owners overestimate the value of their business because they use the rule of thumb, or guesswork, but this is not how the market...

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