Whelan Financial > Blog > The Client Experience

The Client Experience

With a team-wide focus on education, we offer a sophisticated level of knowledge and service. In addition to ongoing access to a personal Investment Advisor Representative, you are assigned a dedicated Client Services team member to facilitate requests and implement Advisor recommendations. We make every effort to meet on a quarterly basis to review the investment portfolio and financial plan. You also have ongoing access to an Advisor.


jpmktg
jpmktg

Leave a Reply

Your email address will not be published. Required fields are marked *

×