For the second year in a row, Allen Schutzky earned the approval of locals looking for someone to trust with their investments.
Schutzky was born in Portland and has lived up and down the West Coast. Prior to joining South Valley Wealth Management, he worked at A.G. Edwards & Sons in Medford as an investment adviser and at Great Pacific Trading Co. in Grants Pass as a commodities broker.
Schutzky, whose clients range from those still in the workforce to longtime retirees, says he most enjoys helping clients meet their goals, even in hard times.
His best advice? Keep your eye to the long term and on where you need to go, then find the best investments you can and continue to make sure they're working for you.
"It is rewarding work to help people ensure that their savings and investments support them throughout their lifetime," he says.
"People need a solid and strong plan to grow their investments, especially in today's hard times."
Other favorites: Genie Gilliam, Edward Jones, and Susan Brassel, Morgan Stanley Smith Barney.