Current Client
We have great clients and we want to convey our appreciation for the opportunity to continue serving you. We also know that our best source of new clients will most likely come from doing our job so well that you will recommend your friends, family members, and peers to work with us also. We know that if they’re anything like you, we will be ingratiated and lucky to serve them as well.
Logon to:
| Your Personal Financial Website: | Your TD Ameritrade Account: |
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| Your Fidelity Account: | Your TIAA CREF Account: |
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Schedule a Review: Click Here.
We keep track and contact you automatically if it’s time for your review or there is another pressing concern, but we may not always have it right. If something has come up that you’d like to discuss, or you feel that it’s been too long since your last review click here to schedule one. We’ll be in touch by the end of the next business day to schedule your appointment.
Our continuing efforts to serve you better:
- Continuing Education to provide you with the highest quality Advice.
- Dedication and constant commitment to bring you the best in financial technology.
- Attend one of our upcoming client appreciation events.
- Read our latest newsletter/blog.
As always, Thank you!
We would not be here if it wasn’t for your patronage and support. Please let us know at any time if there is anything we can do for you what so ever.
If there is anything we have failed to do for you or If you feel we have let you down in any way, please call me directly on my cell phone -(614) 783-2000 – and I will personally try to make it right.
