Charles P. Reinhold
In my experience, the number one reason that people leave their Advisor is a lack of relationship, where they feel like just a number or that their Advisor doesn’t care about them. You should want an Advisor that takes the time to know you, places your best interest first and develops a relationship of trust and mutual respect with you.
I became a financial advisor because I believed there is no better way to build personal wealth than by helping others build wealth and achieve their financial dreams and goals. Today I am proud to say that I offer real value for my clients, bringing a vast array of experience, knowledge and wisdom. Our firm represents many institutional style money management firms that would be difficult, if not impossible, for my clients to obtain on their own, as well as representing nearly all the major annuity providers, life insurance providers, mutual fund companies and a federal savings bank.
I also provide my clients with their own ‘Personal Financial Website’ that aggregates all of their financial accounts (investments, mortgages, loans, credit cards, bank accounts, etc.), so they can track their Net Worth and progress towards their goals daily. This website also tracks spending, stores important documents and provides a living, breathing financial plan that updates automatically every night. Your ‘Personal Financial Website’ can be accessed on your PC, Tablet or Smart Phone mobile app to provide the answers you need wherever you are.
If you are looking for an Advisor that will care about you, that will bring value, investment options, savings options and most of all, a great relationship, I would love to meet with you and see if we would be a great fit for each other.