INTEGRITY AND COMPETENCE
When it comes right down to it, a relationship with a financial company has to do with whether or not you, as the investor, share a similar philosophy and can trust the people you are working with. We believe this relationship is built on two things; integrity and competence. If an advisor has integrity, but doesn't know what they are doing, you might be able to trust them to be honest, but you can't rely on them for good advice. If an advisor is extremely competent but can't be trusted, you, as the investor, will be left wondering if they are acting in your best interest or even being honest!
We think you will find that our team has both integrity and competence.
You may be interested in: Fiduciary vs. Sales-Person