Sign In
Upcoming Event
Free Newsletter
Behind the List with Gene Dickison of MtM Financial Group Inc.
Listen to this articleManaging a small or large business takes hard work and dedication, and ensuring your financial balances are in check can go a long way for your company.
Fortunately, the Greater Lehigh Valley has many financial planning firms designed to assist your needs.
One firm with a strong presence in the region is MtM Financial Group in Lower Nazareth Township. Here to answer this week’s “Behind the List” questions is Gene Dickison, president and chief financial adviser of MtM.
Lehigh Valley Business: How long has MtM Financial Group Inc. been operating in the Greater Lehigh Valley and what are its primary services?
Gene Dickison: MtM Financial Group and its sister firm, More than Money with Gene Dickison, team with appreciative Americans in the Lehigh Valley to move their financial lives in positive directions.
Crafting successful retirements, defending clients from the Internal Revenue Service with expert tax advice, designing estate plans to protect loved ones for generations and guiding business owners to ever higher levels of accomplishment are some of our current projects.
More than Money has produced live radio and television shows weekly for more than 20 years heard by hundreds of thousands of Americans throughout the Lehigh Valley and far beyond.
LVB: What have been some of the biggest hardships and opportunities that MtM has encountered throughout its years in business?
Dickison: MtM Financial Group is blessed to share its ever-growing business journey with clients who become friends and team members who love our clients. Our primary challenge and opportunity is to find more and better ways to serve the evolving needs of our clients, our listeners and our viewers.
More than Money’s radio partnership with WAEB-AM 790 is one of our most significant opportunities to serve the financial information needs of a large portion of the Lehigh Valley and way beyond.
