Client privacy is paramount

by | Dec 18, 2023

 

One of the most important roles that I have as a financial adviser is client confidentiality, making sure that private information stays private. I have set policies and procedures in place to make sure that whether it’s written or whether it’s verbal, all client information is safe and secure. I think up there with investment planning and Investment Management, this is one of the highest priorities that people have when it comes to their financial adviser.

Investment & Money Hacks from 20+ years as a financial advisor in New York. Continue educating yourself on your investment journey.

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