METRO Financial Strategies

08/28/2025

METRO Financial Strategies Summer Outing 2025

05/16/2025

Mary Jo got a chance to see her grandchildren after the Raymond James conference in Florida, and attend her Grandson's First communion!

05/12/2025

Mary Jo and team members Brandon, Rachel, Jon, Mike, Kristina, and Dan at the Raymond James Elevate National Conference in Orlando, Florida this week

04/24/2025

Mary Jo Metro has been named to Forbes' List of Best-In-State Top Women Wealth Advisors 2025, and Forbes' List of Top Best-In-State Wealth Advisors 2025!

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12/18/2024

METRO Financial Strategies celebrates the Holiday Season

12/11/2024

Mary Jo is a member of this amazing organization and wanted to share the Facebook posting from their November meeting. https://www.raymondjamesconnect.com/aMg7XP

05/31/2024

Mary Jo attending Forbes Top Women Advisor Summit in Florida!

The Forbes ranking of America's Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info. https://www.raymondjamesconnect.com/aUvTvg

04/16/2024

Identity thieves are stealing other people's personal information and using it to file tax returns. Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.

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04/11/2024

"Age may just be a number, but when it comes to retirement, it matters." In a recent Raymond James article titled "What Time Is the Right Time for Retirement?," we delve into the critical considerations surrounding retirement planning and longevity, like lifestyle alignment, financial preparedness, health and well-being, market volatility and more. There's no one-size-fits-all answer, that's why Raymond James offers a wide variety of longevity planning resources to help your unique circumstances and aspirations. Read the full article for deeper insights and actionable steps toward a rewarding retirement journey.

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04/09/2024

With social media being as prolific as it is, it's imperative for you and your family - especially young ones - to navigate safely. Here are a few ways you can protect your privacy on social media.

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02/08/2024

Exciting news – I've been named a Best-in-State Top Women Wealth Advisor by Forbes! See the
full 2024 rankings here:
https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11

The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook Research, is
based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were
received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in
exchange for this award. More: https://go.rjf.com/3OzDmha. Forbes Link:
https://www.forbes.com/lists/best-in-state-women-advisors/.

01/30/2024

Most of us associate 529 accounts as college savings vehicles. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool?

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