In this INSIDE SWAG episode of Live Your Best Life, Tim Sullivan sits down with Brandon Ramirez, Financial Advisor at Strategic Wealth Advisors Group.
Brandon shares how his experiences working closely with clients have shaped his advisory process and deepened his commitment to listening first and leading with intention. They discuss the role family plays in guiding career decisions, the importance of passion in professional growth, and how real client stories influence long term financial planning strategies.
This conversation offers a behind the scenes look at the values and philosophy that drive SWAG’s approach to serving families.
In this episode, you will hear about:
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Investment advisory services are offered through Strategic Wealth Advisors Group, Inc., an SEC registered investment adviser located in Utica, MI. Insurance products and services are offered through Strategic Wealth Insurance Group, Inc. Strategic Wealth Advisors Group, Inc. and Strategic Wealth Insurance Group, Inc. are affiliated companies. Neither Strategic Wealth Advisors Group, Inc. or Strategic Wealth Insurance Group, Inc. are affiliated with or endorsed by the Social Security Administration or any government agency.
Investment advisory services are offered through Strategic Wealth Advisors Group, Inc., an SEC registered investment adviser located in Utica, MI. Insurance products and services are offered through Strategic Wealth Insurance Group, Inc. Strategic Wealth Advisors Group, Inc. and Strategic Wealth Insurance Group, Inc. are affiliated companies. Neither Strategic Wealth Advisors Group, Inc. or Strategic Wealth Insurance Group, Inc. are affiliated with or endorsed by the Social Security Administration or any government agency.