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Matthew T. Russell, CFP®
  • Male
  • Kingwood, TX
  • United States
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Matthew T. Russell, CFP®'s Friends

 

MTR Financial Services, LLC

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Latest Activity

November 11
November 11
November 11
August 3
June 22
June 21
June 17
June 17
7:45 Networking Meeting at Homewood Suites in Kingwood
June 23, 2009 from 7:45am to 9am
This is a free networking meeting that I go to every Tuesday Morning. If you are in the Kingwood, Humble, or Atascocita area this is a great meeting that gets results. Hope to see you there. We had over 130 referrals from about 25 people this morn...
June 17
June 17
June 16
June 16
June 16
Matthew T. Russell, CFP® updated their profile photo
June 16
Matthew T. Russell, CFP® is now a member of InHouston
June 16

Profile Information

How did you hear about this site InHouston?
Other networking group
Industry
Fee-only Financial Planning and Investment Management
Niche (Services/Products your company provides:)
Fee-only financial planning and investment management
City, State
Kingwood, TX
Area of Houston
northeast
Website:
http://www.mtrfinancial.com
Open Networker?
yes
Servant Leader, Give It First Networker?
no
Have Attended Live InHouston Netweaving Events (ever):
would like to
Perfect Client
Someone looking for guidance in any area of their finances including, but not limited to, budgeting/cash flow management, asset allocation, estate planning, insurance planning, and/or educational funding options.
Target Market(s)
MTR Financial Services, LLC does not place net worth or investment portfolio minimums on their clients. Therefore, we are able to help everyone from the 'living paycheck to paycheck' to the multi-millionaire.
"Other interests" (Traveling, wine, books, etc...):
Teaching financial literacy to today's youth, reading, running, and staying involved in the local YMCA Parent/Child program. Also, have facilitated Dave Ramsey's Financial Peace course at my church for the past six years.
What does your company do to focus on its purpose?
Always take the approach of being a teacher and educating clients rather than just telling them what they should be doing differently.

Comment Wall (10 comments)

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At 9:13pm on November 11, 2009, Candiss Everett said…
Happy Birthday.
At 6:29am on November 11, 2009, Jason C. Loveless said…
Happy BDAY Matt.
At 1:50am on November 11, 2009, Cyndi Gutowski said…
Have a fantastic day, you deserve it!
Happy Birthday,
Cyndi Gutowski
At 12:58am on November 11, 2009, Eric S. Griesel said…
Have a great birthday, Matt. Eric
At 10:09am on November 10, 2009, Jennifer Fisher said…
Happy Birthday tomorrow. May it be filled with joy, laughter, good friends and good wishes.
~Jennifer
At 10:25am on August 3, 2009, Ronald Earl Wilsher said…

At 2:31pm on June 21, 2009, Martin G Meyer, Certified Public Bookkeeper said…
Hello Matthew and welcome to our communtiy. You should also check out the Houston Networking News (http://www.houstonnetworkingnews.com/) for events in your area.
At 5:23pm on June 17, 2009, Kristie Gibson said…
Welcome to InHouston! Please let me know if I can be helpful in any way!

Kristie
At 2:53pm on June 16, 2009, Lea-Ann Gee said…
Matthew,

Welcome to InHouston!!!

Lea-Ann
At 11:43am on June 16, 2009, Angela Turner said…
Thank you so very much for accepting my invite. I hope that this site helps you grow your business. They are having a meeting July 8th downtown that sounds good. Go to the event page and check it out.
 
 

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