Profile: Garrett Moretz

Garrett W. Moretz is recognized as a leading expert on safe investment alternatives as well as investment management. He is an independent financial advisor who has been helping consumers with tax advantaged investment alternatives for over twelve years.

Garrett has created a service that caters to peopie who are frustrated with low interest CD's and are rightfully scared of the crazy and risky stock market but still want higher interest and rates of return. His services help consumers find alternatives to not only safely protect their nest eggs but that also provide many tax advantages and growth. Garrett also specializes in long term financial planning for pre-retired and retirees, including but not limited to, investment planning and estate planning.

Garrett's business, Moretz Wealth Management, LLC, is based in Mooresville, North Carolina but he services consumers throughout the United States. He is a dedicated family man with a wife and three sons and many ties to North Carolina and the surrounding states. Garrett has lived in the town of Mooresville, NC for twelve years after moving from Huntersville, NC. He is originally from Alexander County in the foothills of North Carolina.





Life Insurance Guide

Learn more about the various life insurance options available to you that can help you achieve your goals.

Download

Moretz Wealth Management, LLC

Garrett Moretz

Please contact us for all your retirement needs.

(704) 230-2349 garrett.moretz@retirevillage.com

Looking for Answers?

Download the Safe Money Guide Now and learn more about safe retirement options that can help you achieve your retirement goals.

Download

Contact

Fill out the form below with your questions and for updates to our full library of retirement planning articles, videos, and downloadable booklets.

Home

Garrett Moretz

garrett.moretz@retirevillage.com

181 North Main Street Mooresville, NC 28115

(704) 230-2349


Request a free copy of the "Safe Money" book. Simply Click Here and fill out the Safe Money Radio form.

Garrett specializes in safe money investment and estate planning for retirement minded people and retirees.

Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.