Phoenix Financial Planning Firm Takes Unique Approach-残清1864

Bankruptcy Chichester Wold Financial, LLC is an independently owned financial consulting firm with more than 17 years of dedicated personalized service to our clients. At Chichester Wold Financial, LLC we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals. Whether you are just starting to save for your future, or are a seasoned investor, Chichester Wold Financial, LLC has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective. Our Mission: We help individuals and families achieve peace of mind through the attainment of their financial goals and objectives. We forge mutually beneficial and long-term relationships with our clients based upon our philosophy to serve first. Our clients achievement of their vision is always paramount. Our Vision: To be valued as an essential partner by those who value comprehensive, cross-disciplinary analysis to identify & implement strategies that achieve their goals. Our Purpose: We are the premier, most sophisticated and complete financial planning services organization. We provide high-value, cross-disciplinary consultation for our clients, their families and their businesses. We pursue our role as advisors with the highest degree of integrity, skill, and knowledge accessing expertise with the most efficient systems, processes and creative ideas to deliver unparalleled experience. Our Values: Partnership: We are committed to working as partners with our clients advisors; our clients want to create relationships and solutions that endure. Passionate about our Profession: We are energetic, enthusiastic and caring, and committed to our clients and each other. Best Listening & Learning: We are committed to immersing ourselves in our clients world so our perspective is sound, reflects their vision, and our counsel is highly regarded. Best Execution: We provide our clients with the best alternative strategies, thorough explanations and execution by implementing their agreed upon action steps. Innovative & Creative: We use our unique regional and national expertise and our inherent curiosity to search for new and better ways to achieve our clients goals. Ethical & Responsible: We operate ethically and with integrity, respect and civility as individuals and take personal responsibility for our own actions at all times. Dedicated to Our People: We work diligently to attract, grow and retain the best people and we are dedicated to long-term, rewarding and fulfilling professional careers that provide challenging opportunities. We believe that people who are treated with respect and given responsibility in return develop their own strengths and give their best efforts consistently. John J. Chichester, Jr., CFP, CPA, PFS, is a CERTIFIED FINANCIAL PLANNER Practitioner, Registered Representative offering securities through First Allied Securities, Inc., a Registered Broker/Dealer and Member FINRA .finra.org /SIPC .sipc.org, and an Investment Advisor Representative offering services through Hermening Advisory Services LLC and First Allied Advisory Services, Inc. John was Senior Financial Analyst with Lehman Brothers of New York; Vice President Financial Controller/Head of Operations with GTF Asset Management (USA), Inc., New York; and Senior Analyst for MeesPierson Fund Services, Curaao, Netherlands Antilles. John is noted for his .mitment to the financial industry and for his ongoing efforts to keep abreast of the evolving .plexities relating to the financial marketplace. About the Author: 相关的主题文章: