Sally Brandon, Senior Vice President of Client Service & Advice at Rebalance, discussses why it’s so important to have a financial advisor you can count on. More on how Rebalance builds trust with its clients.
Clients that I have worked with have really appreciated that somebody they trust is there when they call and has the time to answer any questions that they might have; somebody that they know is always going to be there on the other end of the line. I am very much a planner and I love to feel in control, so I can understand how unsettling it is for our clients who come to us and don’t have that sense of control of where their retirement is going. For us to put a retirement investment strategy in place, and to really help these clients get to where they want to be and to have that sense of control is a great feeling!