John B. Balcerzak, CFP®
John has 22+ years of experience serving his clients' and the local community. His philosophy is to work with honesty and integrity every day and to offer exceptional customer service. He pays close attention to each client’s specific situation, listens to their needs, works closely with them, and tailors a plan suited to their goals. John has an ongoing and everlasting relationship with nearly all of his clients'.
John has built a reputation for providing trustworthy, well-researched advice to his clients. He uses a proprietary planning model that allows him to create a highly customized plan to meet each investor’s needs.
A4 Wealth Advisors, LLC was founded in 2008 as a full-service financial services firm built on a foundation of trust and respect. Over the decades, it has remained at the forefront of providing sophisticated wealth management solutions and advice to grow, manage, preserve and transfer wealth. A4 Wealth Advisors has a tradition of excellence that has helped establish and maintain its good name in the community over the years.
The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience. John believes in a proactive approach to wealth management to minimize risks and provide greater opportunities.