Code of Responsibility


Our clients' comfort and happiness are very important to us. Whether you are visiting the office, corresponding by mail or e-mail, or calling us on the phone, you deserve a timely response to all inquiries.

Our Code of Values

  • Our clients are not dependent on us; we are dependent on them.
  • Our clients honor us by giving us an opportunity to earn their business.
  • Our clients are not to be argued with; customer is always right.
  • Our clients' privacy is paramount. We will hold in strictest confidence, and consider as privileged, all business and personal information pertaining to our clients' affairs.

Our Customer Service Policy

  • To provide the optimal level of service and guidance to our clients, we request that our clients be forthcoming with all relevant financial information.
  • If you are displeased with any element of our service, we request that you contact us by phone or e-mail so that we may address any issues that arise.
  • If you are unable to keep an appointment, we request that you notify us a minimum of 24 hours in advance.
  • If you are pleased with the service and the results you are receiving, we would be honored to receive introductions to friends, family members, or business colleagues whom you believe would appreciate the same level of service you get from us.

Important Information About Your Advisor.

Securities and advisory services offered through LPL Financial. Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Jaeger Wealth Management.