
Spectrum Advisors, Inc.
15301 Spectrum Drive, Suite 115
Addison, TX 75001
Tel: 972-931-3700
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About Spectrum Advisors
Financial Planning Since 1982
We established the firm in 1982 with the philosophy that we wanted to build long term relationships with people to help them with a significant area of their life, their financial management, and advise them with integrity; believing that if we serve them with their best interest in mind we could develop a successful business. After 27 years, these principles have paid off to develop a great group of clients who we serve year after year!
We have been adapting to our clients needs and adding team members over the years to more fully handle our clients total wealth management needs. Adding technical specialists and other partners through several reorganizations has led us to our ideal team under Spectrum Advisors. We now all march to our Mission Statement: "To help Clients Create, Protect and Preserve Wealth with a Caring, Competent and Creative Team approach"
Spectrum Advisors has a special senior focus. Mike, Don and Toni are certified by the Society of Senior Advisors (CSA). This is the world's largest membership organization educating and certifying professionals who serve seniors. This added certification designates an additional level of training and attention to detail that is important to clients age 55 and up. To learn more about the CSA click on the link here. www.society-csa.com
We have received numerous industry awards which reinforces that the principles of client first, integrity, long term view and diversification have been rewarding to us and our clients!
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Donald Goerner offers securities through Purshe Kaplan Sterling Investments, Member FINRA / SIPC; 18 Corporate Woods Blvd., Albany, NY 12211
Financial Planning and Investment Advisory Services offered through Spectrum Advisors, Inc., 15301 Spectrum Dr., Suite 115, Addison, TX 75001
Spectrum Advisors is not an affiliate or subsidiary of Purshe Kaplan Sterling Investments
Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.
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