Are You Financially Independent?
| Request a no-obligation meeting today with us to discuss your financial future and the possible role of insurance and investments in your financial strategy! | Request Today! |
| Request a no-obligation meeting today with us to discuss your financial future and the possible role of insurance and investments in your financial strategy! | Request Today! |
Family: Marcy and Michael Srulowitz have twins, a boy and a girl, and they love exploring new adventures together as a family.
Duties & Responsibilities at Teamwork: Marcy works as administrative assistant to her husband, Michael Srulowitz. She joined the firm in 2019 to manage his and his clients’ scheduling and assist in client support.
Background: Marcy worked in the medical field until her husband made the jump from high school math teacher to financial advisor. She was then fortunate enough to be a stay-at-home mom for the first two years with their newborn twins. Four years later, the opportunity presented itself to work alongside her husband as his administrative assistant.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@teamworkfinancial.com or call us at (210) 687-1333 today!
By contacting us, you may be offered information regarding the purchase of investment and insurance products.
Since 1988, we have developed our practice by maintaining close, trusted relationships with each of our clients and their families. Our expertise is aligning and integrating legal, tax and financial plans to create a game plan for life!
It’s important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.That trusted advisor is Teamwork Financial Group.
We host several Retirement Planning seminars throughout the year. Register for a workshop today!