PHOENIX, Nov. 4, 2015 /PRNewswire/ -- After serving the community for more than five years as a partner with Strategy Financial Group, Andrew Rafal announces the opening of his new, independent investment advisory firm, Bayntree Wealth Advisors. With a new tag line "You Dream. We Plan." Rafal will continue serving his clients throughout Arizona and the United States by working to help them achieve their financial, retirement and income planning goals. Bayntree Wealth Advisors' new office is conveniently located in central Scottsdale at 6720 N. Scottsdale Road, Suite 340 with satellite office locations remaining the same in Avondale, Peoria, Oro Valley and Tucson. The new website is www.Bayntree.com.
"With my personal practice growing over the past several years, it was important for me to establish roots with my own firm, Bayntree Wealth Advisors, as well as expand my team and office space so we could continue to provide the same high level of service," stated Rafal. "We will also be enhancing our investment management technology, offering an interactive website and creating additional service models aimed towards helping younger professionals in addition to the pre-retirees and retirees we currently serve."
Rafal has dedicated more than a decade to helping clients achieve their financial goals and his mission remains the same: "To provide a customized financial and income roadmap that will lead each client family to and through retirement." While the Retirement Planning Process will continue to evolve, the company's offerings will continue to be based on these guiding principles: Education, Client Service and Transparency.
Where did the Bayntree name come from?
Bayntree was the street name where Rafal lived as a child in Cleveland, Ohio. It is here that Rafal learned the value of hard work, the importance of family, and that actions speak louder than words. It was also a name that a company can build roots from, which is illustrated through the firm's new logo and represents the firm's goal of helping clients plant the seeds to their own financial and retirement success.
About Andrew Rafal
Andrew Rafal is president and founder of Bayntree Wealth Advisors, (formerly partner of Strategy Financial Group) an independent financial advisory firm based in Scottsdale, with satellite offices in Avondale, Peoria, Oro Valley and Tucson. Rafal prides himself in acting as a personal CFO for his clients, building customized financial plans and investment strategies to help each client realize their retirement goals. Co-author of the upcoming book, Climbing the Retirement Mountain, Rafal is a nationally recognized retirement planning advisor who has been featured in the Wall Street Journal, Forbes, USA Today, the Phoenix Business Journal and Good Morning Arizona. He is a member of National Association of Insurance and Financial Advisors (NAIFA) as well as Ed Slott's Master Elite IRA Advisor Group™ an organization of financial professionals dedicated to being leaders in the IRA industry. Rafal, an Investment Advisor Representative of Bayntree Wealth Advisors, a registered investment advisory firm, is life and health insurance licensed in the state of Arizona. For more information about Andrew Rafal and Bayntree Wealth Advisors, please call (480) 494-2750 or visit www.Bayntree.com.
Investment advice offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance services offered separately through Bayntree Planning Group, LLC.
SOURCE Bayntree Wealth Advisors