Our Commitment To Our Clients
QUALITY OF SERVICE
You are entitled to a high level of proactive, courteous service from all associates of our team.
You have the right to work with trustworthy, dependable, independent Wealth Advisors focused on your journey to True Wealth. Your Wealth Advisors will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Your Wealth Advisors will present portfolio reviews annually or as often as necessary, and be available to answer the questions that matter to you as they arise.
RECOMMENDATIONS BASED UPON YOUR NEEDS
You have the right to independent and unconflicted advice and recommendations based upon your defined needs, risk tolerances, and goals. Through holistic Wealth Planning your needs are clearly defined and monitored.
You have the right to the strictest levels of confidentiality with information provided to our team. We will protect all information to the highest standards outlined by SEC, FINRA, state and regulatory agencies.
You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions and advisory services. All communications with our team strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.
You have the right to a prompt response from our team. As your Trusted Advisors, our team commits to returning calls by the end of each business day. Should a request require additional research, our team will set a clearly defined time frame for redress.
You have the right to be communicated to in a timely manner. As your Trusted Advisors, our goal is to provide you with information before the question arises, regardless of the medium used.
You have the right to continual education along your journey to True Wealth. Through education, our team will project reasonable expectations and achievable scenarios in the development and monitoring of your Wealth Plan.
You have the right to receive best execution in all that we do. Portfolio transactions will be executed in a timely manner, at the best available price, and with prompt third party confirmation. All interactions with our operations team will be timely, precise, and promptly completed.
Your statements will identify all account positions held, cash receipts, and disbursements made through our practice.
You have the ability to meet with advisors to discuss your portfolio management in person, via telephone, or face to face online during the day and evening appointments. Staff is available during normal business hours for assistance with all operational issues. You also have the ability to view balances, transactions, and statements online accessed via our website www.longhifinancial.com
Investment and financial planning services are offered by Juliann Longhi and Stanley B. Warner, III through their affiliation with H.D. Vest Investment Servicessm.