NAME:
Josh Mastel
FIRM:
Twenty Twenty Investment Advisors
CERTIFICATIONS & PRACTICE TYPES
Certified Financial Planner (CFP), Registered Investment Advisor (RIA)
WEBSITE
http://www.2020ia.com
PRACTICE OVERVIEW
Twenty Twenty is an independent and fee-only Registered Investment Advisory firm committed to a fiduciary standard for all our clients and their assets. We were founded on a belief in complete transparency and loyalty to truly put our client’s interests first.
Our people and our clients are our most important assets. We believe that effective planning and execution is the bedrock of our client and company’s success. We recognize our value is defined by looking through our client’s eyes and that our reputation is the cornerstone of our brand. Providing great client experiences has always been, and will continue to be, why we do what we do. Based on a survey of our clients the most important value they receive from us is: Creating a sense of security and peace of mind, progress toward their goals, and understanding their personal financial situation.
ABOUT THIS PRACTICE
Josh Mastel is the Director of Financial Planning for Twenty Twenty Investment Advisors, where he provides individuals, families and company employees with comprehensive financial planning and investment management services. Josh is a Certified Financial Planning Professional and operates as a fiduciary in all client interactions. He is a US Air Force Veteran, father of two young men, husband and volunteer. Josh loves the outdoors and calls Spokane Washington home.
HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS
We consistently used Tiller as our company budgeting tool. We now use Quickbooks to fill that role, but loved Tiller when we used it. The main reason for the switch was our bank (Numerica) had changed their website and their transaction details would no longer download to Tiller
CONTACT
Email: joshm@2020ia.com
Phone: 509-954-6922
