FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We do but the type of service, scope of project, and product and solution line determine much of the pricing. Pricing is very upfront and transparent.
- What is your typical process for working with a new customer?
We like to meet and greet, establish common ground and create trust as quickly as possible.
- What education and/or training do you have that relates to your work?
Series 7, 63 and 66 Securities Licensed Advisors CPA, CTEC registered Tax Professionals Ca Insurance Licensed Advisors Ca Notary Public License QuickBooks Certified Professional Licensed Advisors