January 16, 2015

At Ostic Financial, we believe that there are three key aspects of our team and its members that make us stand out from other financial institutions.

We test everything on ourselves first

We know that when we come to work each day we’re managing more than just money. We have been given the responsibility to care for college and university tuitions, dream homes, cottages, retirements, and much, much more. This is not a responsibility we take lightly, which is why we would never put your money somewhere we haven’t put ours first. Before making recommendations to our clients, we always make sure that we have tested it out on ourselves. This gives you the confidence in knowing that we’re in this together. We believe that this is a best practice that more financial organizations need to follow.

Our advisers have been in the industry for over 40 years.

Our belief in testing on ourselves first has given us a wealth of information about what works and does not when it comes to managing finances. When we offer advice to our clients they can be sure that we would never recommend something we wouldn’t buy ourselves, and that we have the experience to back-up these recommendations.

We love people

We break the mold of the typical financial advisors who are only in it to make money. Our team consists of dedicated individuals who love working with people and believe that finance is the perfect industry to allow them to do what they love everyday. We work in finance because each day offers new challenges and opportunities to learn. We are passionate about working with people and helping them understand how they can use their wealth to better themselves and their family. By educating our clients on how to make smart choices with their money, we’re helping families achieve their dreams sooner than they may have ever thought possible.

Our vision is to create a financial services firm people can trust, through leading by example. Don’t take it from us, hear what our clients have to say. If we sound like a team you want to work with please don’t hesitate to give us a call, send us an email, or drop by our office.

Start the conversation with us and begin your journey to financial freedom.

– Mark Mountjoy, CFP

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