Suntrust Investment Services, Franklin branch

Published 8:24 am Wednesday, March 17, 2010

Name of person featured: Joe Garlitz, financial advisor

Name of Business: Suntrust Investment Services, Franklin branch

Street address: 117th W. Second Ave.

Phone number: 757-516-6013 , 757-925-6540

Operating hours: Monday – Friday 9am – 5pm

E-mail address:

Nature of business: personal guide through the financial world

Year founded: 2001

Prior locations: (Other Location – Suffolk Branch)

How’s business? My business has been good as a financial advisor. People continue to need good, honest and trustworthy advice about their financial future. Suntrust provides an extensive array of products and opportunities for our clients. With this strong support I can listen to my clients and help them achieve their goals and dreams financially. You don’t have to bank at Suntrust to avail yourself to my services.

One thing you wish everyone knew about your business: Regardless of the news and headlines there are bright spots in the economy and we can find them. I am a financial expert especially in 401K rollovers and customized investing plans that will ensure you have income for life and you will not out-live your retirement money. Working with me takes the complexity out of the process and adds common sense.

Something you offer that a customer won’t find elsewhere: I offer a deeper business and financial perspective than most of my colleagues. I have more than 25 years in business and financial professions. Whether you’re younger in job transition or thinking about your retirement, you need to create a good, honest and reliable plan. That’s what I do every day for my clients.

Advice to young entrepreneurs: Regardless of the services you provide, understand the basic fundamentals of business.

Your first job: With General Electric Co. in their financial management program, a great foundation to my career.

Your role model (in business or in life generally): Jack Welsh, chairman and CEO of General Electric Company.

The key to a successful business is: Listening to the dreams, goals and objectives of the folks I work with, then build an honest, reliable plan that you can believe in. You can’t underestimate the ability to sleep well at night knowing your financial plan works for you.