Superior customer service is the lifeblood of the client-advisor relationship
Our Commitment to Service Excellence
The McCreath Group is committed to building a solid, lasting relationship with our clients. Keeping clients informed is our top priority. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues.
It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise and changing market conditions.
We regularly review goals, strategy and portfolio performance with our clients.