Broker Check
Your Client Bill of Rights

Your Client Bill of Rights

June 09, 2016
Share |

Our role as wealth managers goes beyond providing advice, asset management, and retirement planning. An integral part of our job lies in our commitment and responsibility to our clients, which involves their experience working with our team.

Our clients are our number one priority and the Southbridge Advisors' Client Bill of Rights emphasizes our commitment. We strive to provide the highest level of service and our clients should expect the following:

1. Unbiased Advice and Guidance

As an independent financial advisor firm, our clients are our number one priority. We do not have conflicts of interest with a parent firm or sales quotas to meet. Whenever we give advice or recommendations, we do it with our clients in mind and with the intention of helping them build successful financial plans for the long term.

2. Personal Wealth Management

At Southbridge Advisors, we customize our services to each client’s unique needs so that the client’s goals become our goals. We are committed to what matters most to them; such as their family, building a career, managing a business, retirement, and financial peace of mind.

This commitment builds confidence for our clients, which gives them the incentive and motivation to stay the course when the financial market goes through its inevitable ups and downs. We work closely with each and every client, becoming acquainted with their financial goals and creating a customized strategy that can help them pursue their goals.

3. Increased Financial Confidence

Life can be complicated and have its share of highs and lows. Our goal is to work with our clients to create a secure investment and wealth management plan that can help weather the storms of financial markets. This allows our clients to focus on living their lives, knowing that their finances are in order. We want our clients enjoy their passions in life without worrying about their finances.

4.  Proactive Communication

We are continually working to improve our services so that our clients get the best we have to offer. You can rely on us to communicate with you, whether the market is up or down. We promise to always be clear and transparent with you and to grow our relationship of trust as time goes on.

5. Education to Empower

We not only strive to give our clients the best advice and results, but we also aim to educate and empower them, so they feel confident in their financial situation. We try to help people understand their financial circumstances and allow them to take control of their future and make informed decisions.

At Southbridge Advisors, we do things differently. We look out for our clients and offer the highest level of service. If this is something you are looking for in your wealth management, we encourage you to reach out to us today at 770-436-4097 x108 or by email at jerry@southbridgeadv.com. 

About Jerry

Jerry Sniderman is a partner and Wealth Advisor with Southbridge Advisors, an independent wealth management firm serving individuals and businesses near Atlanta, Georgia and throughout the country. As an experienced financial veteran, Jery offers broad expertise in wealth management services including asset management, fiduciary consulting, retirement, trust and estate planning, as well as insurance and 401(k) plan services. To learn more about how Jerry and the Southbridge advisors team may be able to help, visit the Southbridge Advior website, or call his office at 770.436.4097  x108 or email him anytime at jerry@southbridgeadv.com.