Mainsail Financial Group

With the recent election top of mind, how may this impact the economy and stock market as the year comes to a close? ?? Learn more from Mainsail’s Brandon Steele, CFP? here: https://lnkd.in/gpqjKMzx #finance #stockmarket #financialplanning #economy

?? Mainsail is Growing! ?? We are seeking a skilled Financial Advisor with 3+ years of experience to join our enthusiastic and collaborative team. If you are ready to make a meaningful impact and empower our existing and prospective clients to reach their financial goals, we look forward to hearing from you! Learn more below, and please share this post if you know anyone looking for their next opportunity!

?? Congrats Bradley Anderson, CFP? on your well-earned promotion to lead advisor! ?? Thanks to Brad for all of his hard work, dedication, and contributions to the entire Mainsail team and community. He has been a great asset and we were excited to share in this milestone by celebrating as a team! Brad's experience, deep knowledge of financial strategies, and his exceptional communication skills make him the perfect fit for our lead advisor role here at Mainsail. We are so excited to see what more is to come! ? Congratulations, Brad! ? #promotion #leadadvisor #financialadvisor

In September, our team had the incredible opportunity to volunteer at Treehouse in Seattle, an organization dedicated to supporting youth in foster care. From sorting donations to organizing clothing and essentials, we were proud to contribute our time to such a meaningful cause! Giving back to our community is a core value for our team. It was inspiring to see how Treehouse is making a real impact on the lives of so many young people, and we were grateful to be a part of it! ?? #GivingBack #CommunitySupport #Teamwork #VolunteerDay

Providing an elevated client experience is what we strive to accomplish here at Mainsail! ?? For us, we believe exceptional service is about consistency, doing the small things, and going above and beyond as often as we can. Thank you Advisorpedia for featuring our founder, Brandon Steele, CFP?, about client service! https://lnkd.in/gY2585Z3 #wealthmanagement #financialadvisors #clientservice

As we follow along with the dramatic events related to the upcoming presidential election so far, we are sure many are interested in our perspective around the financial and economic impacts of the election! Below, our market outlook covers what has occurred so far in 2024, our perspective on what to watch ahead, and our forecast for the second half of 2024: https://lnkd.in/gU2wTkMM

?? Mainsail is Growing! ?? We are seeking a skilled Financial Advisor with 3+ years of experience to join our enthusiastic and collaborative team. If you or someone you know is ready to make a meaningful impact and empower our clients to reach their financial goals, we look forward to hearing from you!

?? Mainsail is #Hiring! ?? Are you an enthusiastic and growth-oriented financial advisor looking to take your career to the next level? We have grown over 10X in the past 5 years and as a result, we are seeking someone who is excited about the opportunity to join an established firm with a bright future to provide financial planning advice to existing and prospective clients. If you are ready to make a meaningful impact and empower clients to reach their financial goals, we look forward to hearing from you! What We Offer: ?? Administrative, investment, and paraplanning resources to free up your time? ?? Collaborative work environment ?? Opportunities for growth & development Join us to make an impact and be a guiding force for change in our industry! ?? Apply Now below!

Curious about whether Roth conversions may be right for your situation? Check out our new video covering 5 scenarios when it may make sense to consider Roth conversions, and 4 pitfalls to avoid! ?? https://lnkd.in/dmaZEKsu Be sure to follow and subscribe to our YouTube channel for more informational videos!

We are thrilled to be included in the AdvisorHub 2024 Top 200 RIAs and a big congrats to Brandon Steele, CFP?! ??