Service Commitment
Our Commitment to Personal Service
Satisfying customer needs has been a cornerstone of our firm’s success. We believe strongly in thorough, one-on-one client communication practices that distinguish our firm from competing services, and we strive to make sure each connection you have with Skolnik Investments is a valuable and efficient use of your time.
We focus on your best interests at all times and seek to help you make informed decisions.
As independent advisors we have no obligations to investment product providers, no ties to investment banking, cross-sell quotas or home-office directives that may lead to conflicts of interest.
We develop personalized investment strategies that seek to protect and grow your assets for retirement and transfer your wealth to loved ones or meaningful charities in the most tax-efficient manner.
We will develop a Customized Service Agreement for you that will reflect your needs and preferences for regular portfolio review meetings and other types of communications.