Here are some of the comments we received from the survey:
“Good, frequent and honest communication with my financial advisor”
“…dedicated to ensuring that my retirement income is secure”
“I have been with this team for 20 years with ever increasing levels of trust and appreciation
for ensuring my financial future”
“Service, the willingness to help out your customers for any of my financial requirements,
someone answers the phone every time and is able to assist…”
“They are client focused and work with the client to determine the best solution”
A Word of Thanks
We became financial advisors more than 20 years ago because we wanted to help people.
It is very rewarding for us to be able to work with people like you. One of our team’s value added services is that we make ourselves available to friends and family of our clients to provide a fresh opinion and no obligation reviews of their current strategy.
If you think someone you know could benefit from hearing about our process and the services we offer, please consider mentioning our team to them.
We would like to thank all clients who have reffered friends, family or colleagues to us recently.