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How long have you been in business?
We began meeting with clients in 1978, and have had an office in Keene since 1979. |
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How long are your initial financial appointments?
As long as it takes to properly plan for your family's financial future. Most appointments last an hour or more, with multiple appointments being common. |
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How do I come prepared for my first appointment?
Before your first appointment, we will send you a fact finder called our "green sheets" that is helpful in planning for your appointment. Properly filled out, this is the best way to come to an appointment. |
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What if I just want to come in and talk to meet you and your staff?
Since our very first day of business, we have always offered the first appointment at no charge whatsoever. If at that time you wish not to proceed further, you are under no obligation to do anything. |
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How do you charge for you services?
Depending on the needs of the investor, our services can be charged in a number of ways. If you would like to know more before scheduling an appointment, just give us a call and we will go over it with you. |
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Can would provide me with a list of referrals?
Please give us a call and we would be happy to provide you with names of people who you can contact. |
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