Get to Know Tasting Income

About Tasting Income

Tasting Income is more than just a financial advisory firm; we are your trusted partner on the journey to financial success. With a commitment to integrity, professionalism, and client-centered service, we strive to exceed your expectations and provide you with the guidance and support you need to achieve your financial goals.

Company Values and Philosophy

At Tasting Income, our core values guide everything we do. We believe in honesty, transparency, and accountability, and we are dedicated to building long-term relationships based on mutual trust and respect. Our philosophy is simple: Your success is our success, and we are committed to helping you thrive in today's ever-changing financial landscape.

Meet the Team

Michael Cantwell

Founder and CEO

Emily Jeen

Senior Financial Advisor

Michael Brown

Investment Analyst

Sarah Lee

Client Services Manager

Michael Cantwell is the visionary leader behind Tasting Income. With over 18 years of experience in the financial industry, John is passionate about helping individuals and families build wealth and achieve financial independence. As the CEO, he oversees the strategic direction of the company and ensures that every client receives the highest level of service and expertise.

Emily Jeen is a seasoned financial advisor with a wealth of knowledge in investment management and retirement planning. With a background in economics and finance, Emily specializes in creating personalized financial plans tailored to each client's unique goals and objectives.

Michael Brown is an experienced investment analyst with a keen eye for market trends and investment opportunities. He is committed to delivering superior investment performance and helping clients achieve their financial goals.

Sarah Lee is the friendly face behind Tasting Income's client services department. With a background in customer service and relationship management, Sarah is dedicated to providing exceptional service and support to our valued clients. From account maintenance to answering questions and addressing concerns, Sarah is here to ensure that every client has a positive experience with Tasting Income.

FAQs

What services does Tasting Income offer?

At Tasting Income, we offer a wide range of financial services, including investment management, wealth management, retirement planning, risk management, and insurance solutions.

How can Tasting Income help me with my financial goals?

Our team of experienced professionals is dedicated to providing personalized guidance and support to help you achieve your financial goals. Whether you're planning for retirement, investing for the future, or protecting your assets, we have the expertise and resources to help you succeed.

How do I schedule a consultation with Tasting Income?

To schedule a consultation with one of our experienced advisors, simply contact us via phone or email, or fill out the online contact form on our website. We'll be happy to discuss your financial needs and goals and recommend personalized solutions tailored to your unique situation.

What sets Tasting Income apart from other financial advisory firms?

At Tasting Income, we pride ourselves on our commitment to integrity, professionalism, and client-centered service. Our team brings together a wealth of knowledge and expertise in finance, investment management, and retirement planning, and we are dedicated to exceeding your expectations and providing you with the highest level of service and support.

Is Tasting Income registered with any regulatory bodies?

Yes, Tasting Income is registered with [insert relevant regulatory bodies] and complies with all applicable laws and regulations governing the financial industry. We are committed to upholding the highest standards of ethical conduct and transparency in everything we do.

What fees are associated with Tasting Income's services?

Our fees vary depending on the services provided and the complexity of your financial situation. We strive to be transparent about our fees and will discuss them with you upfront before any services are rendered. Rest assured that our fees are competitive and reflect the value of the personalized service and expert advice we provide.

How can I access my account information and statements?

As a client of Tasting Income, you will have access to our secure online client portal, where you can view your account information, statements, and performance reports anytime, anywhere. Simply log in to your account using your unique username and password to access your personalized dashboard.