Recently we held our first Client Audit Survey, conducted by Advisor Impact, an independent consultant in our industry, and received over 100 responses. The goal of the survey was to gain a better understanding of your needs and interests and to ensure that the service that we provide meets or exceeds our client’s expectations.

We are pleased to announce that our clients gave us an overall rating of 4.6 out of a possible 5 points.

We are grateful that our efforts to provide top-notch service to our clients is recognized and appreciated. Please take a moment to read a few of our client’s comments.

“I am well informed by them. I am confident in their abilities and decision making practices.”

“Exceptional customer service and frankly I should have switched my investments over to them long before I did. I wouldn’t change a thing.”

“Nothing should be changed. They do great work!”

“I think that Glen Rankin is doing a very good job in meeting my financial advising needs. I get personalized service from Mr. Rankin and I feel that I am dealing with a real person. I have encouraged other members of my family to also use his company.”