Core PRINCIPLES

These principles have built our reputation and guided our business for over 20 years. Our commitment (and fiduciary duty) is to conduct business in an efficient, safe, transparent way. All this and more when you put the Service Financial Advantage to work for you.

• Integrity:

  We have a history of providing value to our clients through truthful, honest, transparent relationships. Our business was built on word-of-mouth and relationships are critical to our success.

• Experience:

  We put over 40 years of experience the Finance and Real Estate Industry to work for you. This provides leverage for you to have access to investments across asset classes and around the world.

• Security:

  We deploy DSS compliant security surveillance to protect any information you share with us.
  

• Control:

  You are the custodian of your plan, meaning that you make the final call on the investments that matter most to you. We are here to guide and support to find the right solution for you. For the less inclined, we have tools that cater to your risk profile, so you can invest comfortably.

• Success:

  It’s simple – determine the proper foundation, develop the right plan, decide, and repeat. We reduce the complexity to streamline a plan that will be enlightening and impactful, making sure we achieve your goals.

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