Loyalty Investment Services, INC

When I left the banking world in 2011 and founded Loyalty Investment Services, Inc. one of my primary goals was to provide clients with a deeply personalized and tailored service to achieve their financial goals; this remains the cornerstone of my business philosophy still today. Advising clients from all walks of life is enormously rewarding. Building trust and respect is such an important part of my job. Forging close working relationships is pivotal and one I have always worked hard to manage. The satisfaction of knowing you have helped your client achieve financial security is a great motivation and one I continue to strive for. My kind and good natured personality are traits clients often comment on. I am proud of that fact as I believe it serves my client's interests first. I am committed to understanding their needs and expectations. Their financial security is my priority. As an independent financial consultant I can draw on 25 years of experience in the finance industry. This knowledge accumulated in the Securities Industry and the banking chain combined with an extensive network of contacts serves my clients well and continues to be an asset. In addition to financial expertise I also liaise with attorneys and accountants on behalf of my clients to ensure their taxes and legal paperwork are in order. Executing plans to ensure income and protection of assets for loved ones. I am available for my clients at any time and consider myself a resource for all of their financial needs. They can count on me to achieve their financial goals.

Website

www.loyaltyinvest.net

External link for Loyalty Investment Services, INC

Industry

Financial Services

Company size

2-10 employees

Headquarters

Worcester, Massachusetts

Type

Self-Employed

Founded

2011