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Q:
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What advice would you give to a customer looking to hire a company like yours?
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A:
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Make sure that the company has your best interest at hand. The company understands your specific needs. You know your Advisor and you deal specifically with them.
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What is the most common type of project or service your company provides?
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A:
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We provide ongoing Investment Advisory services.
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In what ways is your company environmentally friendly?
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A:
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We try in every aspect to be environmentally friendly.
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Q:
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What would you like your customers to know about your company?
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A:
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Our Managed Portfolios are managed by our experienced investment professionals. When you work with one of our Financial Advisors you can be confident in knowing they maintain the appropriate industry licenses required by law.
Your portfolio is exclusively designed for you to work for your financial needs and goals.
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What is your company best known for?
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A:
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Honest, Integrity, and communicating with Clients in a timely manner.
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What separates your company from the competition?
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A:
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At Retirement Services of America, we focus on the Client, not the Competition.
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Is your company a member of any associations?
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A:
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Yes
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Q:
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Tell us a little about your company.
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A:
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We believe no two clients are the same and each client has different financial goals. We provide professional portfolio management based on your financial needs and objectives. You’ll understand how and why your portfolio is created. Since we use Charles Schwab & Co® for custodial services, your assets are safeguarded and you’ll be able to access your account at any time. All of our Financial Advisors have the appropriate financial licesnes and are registered with the state Florida.
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