Knowledge and experience are not the only factors you need to be successful. A Harvard study found 85% of professional success comes from people skills. We believe this wholeheartedly. Building personal relationships with our clients is the foundation for everything we do.
Our strong personal skills and connections to the community helped build our partnership with Home State Bank in 2020. Our values aligned with what the bank was looking for in a wealth management team, knowledgeable, personable, trustworthy and connected to the area.
We're proud to partner with Home State Bank and share our unique financial planning process with their employees and bank customers.
What we bring to the bank is our goal-oriented approach to financial planning. Many people think investing is all about percentages and returns. But the first step to feeling confident in your financial future is talking about your dreams, setting goals and creating a roadmap to reach those goals. The bank customers and employees tell us they have never experienced what we have to offer. As goal-oriented financial advisors, our favorite call to make is when we get to tell a client we have reached or surpassed their goals and dreams, and it’s time to dream bigger and set new goals!
The relationship we have built with Home State Bank is very important to us. Our beliefs align well with the bank’s slogan: “People You Can Talk To.” We believe you need to know someone to understand what is best for their money. There’s a level of vulnerability that comes with working with a financial advisor. Our hope is to create an environment where people feel comfortable sharing stories about their family, hobbies and dreams. It’s important we get to know every one of our clients before creating their financial roadmap.
We are also intentionally different and bring our unique approach to the bank customers and staff. We don’t have quotas to fill, and we can spend our time focusing on creating a plan with the investments to fit each individual situation. “Amanda has a consistent approach with all her clients. Every client receives the same level of customer service while gaining knowledge of their complete financial picture. The Zephyrus Financial Services team provides valuable education to help people understand every aspect of their financial situation”, says Laura Warne, President of Home State Bank.
Work With Us
We would love to create a partnership with your business. We have many years of experience with 401(k) programs. We can give employees the ability to ask follow-up questions and truly understand complex topics. If you would like to learn how to create a partnership with us, please do not hesitate to reach out to us with any questions. We would love to meet with you.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.