Grow ... Protect ... Sustain ®

CONNECT

Address:

345 Kinderkamack Road Suite B
Westwood, NJ 07675

Phone:

(201)383-0630

Fax/Other:

(201) 383-0633

Our Service Philosophy

We work as a team.  We have a staff of highly competent people who work side by side with us to ensure our clients receive the best possible service.

· Our clients are the most important people in our office, whether visiting in person, by mail or by phone;

· Our clients are not dependent on us….we are dependent on them.

· Our clients are not an interruption of our work…they are the purpose of it.  We are happy to handle their inquiries…we are grateful for the opportunity to earn their business.

· Our clients rely on us to help them prosper. It is our job to do so.

· Our clients will receive objective advice, based on the information and financial objectives they provide.

· Our clients personal information is kept strictly confidentiality. Since our business is based on referrals, it is imperative to us that we maintain the strictest confidentiality in all instances.  While you may know of several clients with whom we work, we do not discuss the specifics of any situation under any circumstances.

· Our clients will receive courteous service from every member of our team.

· Our clients phone calls will be responded to promptly ...most on the same day, or under unforeseen circumstances, within 24 hours by at least one member of our team.

 

YOUR PEACE OF MIND WILL BE OUR PRIORITY

AND WE WILL PUT THIS PRIORITY

AHEAD OF ALL OTHERS. 

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