mike@theterriogroup.com   |   772-807-4628

The Terrio Group is an independent Registered Investment Advisor, overseeing and coordinating finances in Port Saint Lucie, Florida and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors. While many investors aren't even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.

In a survey taken by TD Ameritrade:

• 54% of investors believed both stockbrokers and independent RIAs have a responsibility to act in their best interests.*
• 74% of investors did not understand the different obligations required of investment advisors and stockbrokers. Unlike stockbrokers, investment advisors have an obligation to act in an investor's best interests in all aspects of the financial relationship.*
• 79% said they would rather work with an investment advisor if they knew advisors provided greater investor protection than stockbrokers.*

We feel that information is power in today's difficult financial world. We strive to focus on our clients' education over transactions. As a fee based advisory firm, we charge our clients a fee instead of earning commission to help ensure that the appropriate products are chosen based on the client's best interest and not based on the commission generated.

We offer our prospective clients a complimentary, no obligation RISK ASSESMENT where we provide third party analysis of their current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.

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OUR LOCATION

542 NW University Blvd.
Port Saint Lucie, FL 34986

Phone: 772-807-4628
Email: mike@theterriogroup.com

ATTEND OUR SEMINARS

Retirement Seminar
Estate Planning
Tax Strategies
Financial Management

Copyright © 2012 The Terrio Group | All Right Reserved.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Terrio Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through Terrio Insurance Group.  The Terrio Group and Terrio Insurance Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted.