Team profile


OUR WHY, GUIDING PRINCIPLES AND CREDO

OUR WHY

Inspire Confidence · Reduce Stress · Simplify Life

OUR GUIDING PRINCIPLES

· Clients ComeFirst

· Family-Focused

· Integrity Always

· Excellencethrough Leadership and Teamwork

· Pursue Life Balance

OUR CREDO

Mettle Financial Group works to inspire a moreconfident future through a collaborative advisory experience. Integrity and our clients’ interests are ourhighest mission.

We create a family-focused client experienceaimed to reduce stress and simplify life for our clients and team membersalike. We strive for excellence throughleadership and teamwork.

Mettle Financial Group pursues life balance while striving to make a positive impact on the lives we touch.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Awards & recognition

  • Mettle Financial Group, Ameriprise Client Experience Award, 2020, 2021
  • Anthony Essis, Ameriprise Ultimate Digital Excellence Award, 2021-2023

Community participation

CPN Breakthrough (www.cpnbreakthrough.com) Anthony Essis, Secretary and Treasurer