Our Promise
Posted by admin on Apr 22, 2013 in | 0 comments
- The telephone will be answered by a real person who will engage in getting your problem solved.
- Your phone call will be returned the same day.
- If your call is urgent, someone will find a way to help you at that time.
- If your call is related to a security transaction, we will interrupt meetings so a licensed representative can execute your trade.
- If the person you are calling is unable to take your call, a personal message will be taken. We will never put you through to voice mail.
- A review of your investments at least annually.
- A conference for new clients to explain how to read your first statement.
- We will host at least 2 client events a year to Pkeep you informed.
- A pleasant comfortable office environment.
- Time is granted to each client when need arises.
- Evening or weekend appointments are available if needed