Motiv8 Investments

About This Business

Motiv8 Investments is a financial advisory firm dedicated to creating long-lasting relationships with its clients. With a strong focus on education, the company sponsors seminars and works closely with clients to develop personalized financial plans. Founded with the goal of providing comprehensive and tailored services, Motiv8 Investments assists clients in various aspects of their financial lives, including tax and financial planning. The firm's founder has over 20 years of experience in the accounting and tax business, both as a tax practitioner and a CPA. Matthew J Neal, a tax preparer and administrative assistant, has been working with the founder for several years. Motiv8 Investments is registered as an investment advisor with the Securities and Exchange Commission and operates in states where it is properly registered or exempt from registration requirements. The firm prioritizes client confidentiality and adheres to professional standards of confidentiality, ensuring the protection of clients' personal information. With a commitment to building strong relationships and providing expert guidance, Motiv8 Investments aims to create customers for life among its clients. The firm's services are designed to meet the unique needs of each client, and its team is dedicated to delivering personalized advice and support. By combining education, experience, and a client-centric approach, Motiv8 Investments strives to make a positive impact on its clients' financial lives. As a trusted advisor, the firm's founder has been recognized as a Five Star Wealth Manager for the eleventh consecutive year, a testament to their expertise and commitment to exceptional service. Whether clients are seeking guidance on investment strategies, tax planning, or overall financial wellness, Motiv8 Investments is dedicated to providing comprehensive and personalized support. With its strong foundation in education, experience, and client relationships, Motiv8 Investments is well-positioned to help clients achieve their financial goals and create a lasting legacy.