fall client appreciation october 2019
Thank you to everyone who came out and enjoyed a wonderful evening with us. We are so grateful to have such a great community of clients and we always look forward to spending quality time with you all.
Photo credit: Stena at www.wakesocialandcontent.com
fall client appreciation october 2019
Weaver Consulting Group is a local, family owned, Registered Investment Advisory practice in Huntington Beach, California. We have been providing our expertise and sharing our experiences for the last 22 years. It is our priority to act in the best interest of each person that we work with. Therefore, the experience you have with your firm is individually tailored. We strive to include all aspects of your personal and financial goals when consulting.
We like to take the time to get to know somebody, their story, their background. Also, we would like to know where they want to be in five or 10 years. Our job at Weaver Consulting Group is to work with clients and monitor their risk tolerance in portfolios. Every three to four months we have comprehensive reviews to ensure we are meeting clients’ needs. Each individual has specific goals we must take in to account when creating and managing their portfolio.We individualize every relationship to create a community of confident, informed and inspired retirees.
People can expect that we care. We want them to succeed. They know that we are on the same side of the table. We have a great team here and we definitely have taken the time to create a culture that we are proud of. Our belief is that clients feel like they are part of something bigger here, at Weaver Consulting Group.
We do not want clients to feel like they are in a typical financial office. We take time to talk about their personal lives and what they are doing. For us, when we hang up the phone or when we’re done with a meeting, that is not the end of the client experience. We communicate what happened at that meeting. Or, we discuss how can we better serve them. We want to make sure that we are all in tune with what is going on with each person. That way, each client is having the greatest experience with Weaver Consulting Group.
fall client appreciation october 2019
