How an Investment Counselor Helped a Family Uncover Hidden Costs and Reclaim Their Portfolio
Автор: Fisher Investments
Загружено: 2019-05-20
Просмотров: 2826
Описание:
Client Services Team Leader, Ralston James shares a story that stood out as a positive client experience. As a Client Services Team Leader, Ralston regularly serves clients.
Fisher Investments provides quality customer service by devoting time to understanding what clients need their life’s savings to accomplish in retirement. Because each client has a unique situation and different retirement goals, we personally get to know each client, so Fisher Investments can build a portfolio tailored to his or her needs. We also keep in regular contact with clients to make sure they stay on track to meet their retirement goals.
Tune into our YouTube channel to discover the many ways Fisher Investments has helped retirees meet their long-term financial goals. If you’d like to learn more about the retirement services we provide to our clients, visit our webpage at http://www.fisherinvestments.com.
Connect with us:
Facebook - / fisherinvestments
Twitter - / fisherinvest
LinkedIn - / fisher-investment
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
