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[finance_text_block title=”Client Bill of Rights”][/finance_text_block][finance_text_block style=”style3″ title_tag=”h3″ title=”QUALITY OF SERVICE”]


 

You are entitled to a high level of proactive, courteous service.

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[finance_text_block style=”style3″ title=”TRUSTED ADVISOR”]


 

You have a right to work with trustworthy, dependable, independent wealth advisors.

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[finance_text_block style=”style3″ title=”RECOMMENDATIONS”]


 

You have the right to independent advice and recommendations based upon your needs, risk tolerance, and goals.

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[finance_text_block style=”style3″ title=”CONFIDENTIALLY”]


 

You have the right to the strictest levels of confidentiality with information given to our team.

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[finance_text_block style=”style3″ title=”PROMPT RESPONSE”]


 

You have the right to a prompt response, our team is committed to returning phone calls and emails within a reasonable time frame.

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[finance_text_block style=”style3″ title=”EDUCATION”]


 

You have the right to continual education along your journey.our team will project reasonable expectations and achievable scenarios.

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[finance_text_block style=”style3″ title=”ACCURACY”]


 

You have the right to accurate third party reporting of all managed accounts.

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