What you get when you work with us
From the first time you contact us you get a real live person that answers the phone. No automated attendant and voicemail. Our team is here to help provide the highest level of service to you – our valued client.
We focus on the development of a plan and not on the sale of a product. Many people seeking financial advice find that there are lots of “advisors” representing banks, insurance companies, large Wall Street firms. This structure may lead to conflicts in which products they recommend and how they are compensated. Our approach is to shine a flashlight on costs and how we can work with our clients to take advantage of many low cost strategies. There is a price war going on out there in some markets for your business and you need a trusted advocate to help you find it and navigate it. That is what we do.
We are a trusted advisor in a sea of confusion. With all of the financial gurus and internet resources there may sometimes be too much information. Our clients benefit from the knowledge that they can call us or come in and discuss something they heard or an idea they have. You will get straightforward advice related back to your overall plan.
We are an ongoing partner – in good times and bad. A relationship can be most tested when there are unsettled conditions. How an advisor responds proactively is important for longer term success. We have the people and the systems to not only develop your initial plan but track the progress along the way and advise on adjustments where needed. Our goal is to build a long term relationship and be there whenever you need our counsel.
Come talk to us and see the difference. Yes there is a place where someone still focuses on the customer! The Pacific Center for Financial Services is your trusted partner for making smart financial decisions. We look forward to serving you.
As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, an continually remind you of the importance of maintaining a disciplined approach in realizing your dreams of financial security. We commit to continually educating ourselves to best serve our clients financial needs.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.