Why Choose MFG
Maxwell Financial Group was founded with the simple idea that as the complexity of the financial services industry grows, clients and advisors will come to rely more heavily on third parties to assist them in keeping up to date on the latest innovations, tools, and ideas for accumulating, growing, and preserving wealth over generations. With this in mind, our founder has created a platform that makes these ideas attainable for anyone with the desire to simply have a more fulfilling financial picture either for themselves and their families or for the clients they assist. We welcome the opportunity to serve you as your partner in the financial services community.
About Dan Kutzkey
Dan Kutzkey entered the Financial Planning arena with Ameriprise Financial. While at Ameriprise, he attained recognition for outstanding client service excellence within the field of Financial planning and Equities management. After several years with Ameriprise, Mr. Kutzkey joined an independent company within the John Hancock network where he received certifications in Retirement Planning and Business Financial Planning. Mr. Kutzkey established the Financial Planning and Equities department at Price, Raffel, and Browne (PRB) Financial Group in Century City, CA where he served several years as the OSJ Principal and managed all equities, financial planning, and retirement plans, including a team of Financial Advisors.
After completing the structuring of PRB’s new Financial Planning and Equities department, Mr. Kutzkey agreed to assist the partners of the noted Trapani group in downtown Los Angeles in developing their retirement plans division and implementation of Mr. Kutzkey’s personally developed Client Relationship Management systems. After completing this contract, Mr. Kutzkey joined the MassMutual General Agency of Capstone Partners Financial and Insurance as the Director of Financial Planning and Manager of Advanced Cases Division. His mission was to assist high-level and large volume insurance producers and financial advisors with growing their practices, increasing case sizes, Financial Plans, and educating them on the more complex problems that confront top producers in our industry today and their clients with unique solutions. While in this role Mr. Kutzkey developed the intellectual property that is the foundation of Maxwell Financial Group.
