Our Promise

  • 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