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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. 

Learn more about the Skolnik client experience.