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Review Services, Inc.

Review Services, Inc.

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  2. Advisor Test

Advisor Test

Does your current advisor:

1. Know you and care about your priorities?

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2. Provide objective fee-only advice?

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3. Review your goals with you on a regular basis?

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4. Give you peace of mind and help simplify your life?

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5. Offer strategies to reduce the cost of investment management?

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6. Know where your pertinent financial information is including Wills, Trusts, etc?

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7. Proactively thinks about the investment markets and economy?

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8. Present ideas for your consideration and follows up on those suggestions

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9. Lead an exceptional team to accomplish your goals?

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10.  Give you the results you desire?

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If you can’t answer these questions “yes” to your satisfaction, you deserve a firm that can meet your needs.

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Contact info

  •   13255 West Bluemound Road Suite 205, Brookfield, Wisconsin 53005
  •   (262) 784-9690 / (800) 776-3613
  •   info@reviewservicesinc.com

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