FAQ

How to choose a Financial Advisor:

Choosing the right financial advisor is a huge decision. Therefore if you are selecting, changing, or considering changing your financial advisor you want to obtain the following:

      • An advisor that is professional, knowledgeable, and experienced in a wide range of services.
      • An advisor that puts your interests first, provides personal attention, excellent service, and is easily accessible to answer all your investment related questions.
      • An advisor that takes the time to understand your financial situation and provide services based on your situation, while providing avenues to reach your desired goals and objectives.
      • An advisor that provides detailed easy to understand methods for reaching your financial goals on time and within your means.
      • An advisor that has the ability to reduce day to day financial worries regarding issues such as maintaining a current lifestyle, now and after retirement, and funding your child’s education.
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To schedule a consultation, please contact us or via telephone at (408) 453-2005.

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