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!”

Investing and the Herd Mentality

When investing your money, a good axiom to remember is that it’s usually wise to avoid following the herd. By the time your friends, family,...

How Encouraging Employees to Save More for Retirement Benefits You

Today’s employees face many challenges with funding their retirement, and are just not doing enough to prepare for their financial future. Improving your employees’ participation...

Know the Truth About Your Investment Return

It’s an easy trap. You see a good investment and do your research. The company has strong fundamentals, the performance history is solid, the leadership...

The Business Valuation aka What is My Business Worth?

If you’re like most business owners, you look forward to the day when you will be rewarded for your many years of dedicated effort with...

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