"With Service Financial, LLC, the advantages just keep adding up!"
"As an accountant for 35 years, I've had a lot of experience with financial situations. However, because my clients are very diverse I've changed my business strategies. Offering more financial services and advice to my clients has been my most rewarding encounter in collaborating with Service Financial, LLC.
I don't just prepare tax returns and ignore financial difficulties; I look at how investments and an entire financial portfolio can actually produce higher gains, financial security, a solid financial future, earlier retirement and investment safety. With Service Financial, LLC, the advantages just keep adding up!"
James R. Yanta
"Relationships established at Service Financial, LLC can add to your bottom line and increase client satisfaction."
"An individual's planning does not occur in a vacuum and no matter how specialized your practice might be, to be effective, one must explore every aspect of a client's personal, financial and family situation. Debt based planning is just as important as asset accumulation. Our clients remember little things that differentiate us from many qualified advisors. Trusted relationships and referrals will point the client in the right direction and as a referral source, you may insist upon preferential service for your referred clients. An established network helps create value, and the relationships established at Service Financial, LLC can add to your bottom line and increase client satisfaction.”
Steven D. Mayer. JD CPA
"It's pretty easy to do with the people at Service Financial, LLC; there's really nothing to it."
"I specialize in property and casualty insurance for anyone who owns a home, auto or small business. I've had my own business for 12 years. The past two years have been with the addition of Service Financial, LLC.
I like to treat my customers just as I would like to be treated. Part of that philosophy involves expanding my services, and insuring even more -- a secure financial future. And it's pretty easy to do with the people at Service Financial, LLC; there's really nothing to it. The result is my greatest success-- knowing that people are happy."
Michael T. Smith, LUTCF
"Everyone is working together for the common goal of providing the best services available. It's a trusted and credible win-win situation!"
"I've been a Real Estate Agent for over 30 years; I've had my own business for just over 20 years. Service Financial, LLC has helped me to become involved with a network of business professionals that I trust, which benefits all parties involved.
The advantage of offering a mortgage lending service makes it easier to coordinate timing efforts for real estate closings. I have a better chance of adhering to commitment dates. In addition, my clients gain from the residential mortgage lending expertise that I now have. I can also continue to assist my clients by referring them to an associate for legal services. And not only legal services, there's investment and retirement planning, as well as accounting services. Everyone is working together for the common goal of providing the best services available. It's a trusted and credible win-win situation!"
Paul Berand, CRS, GRI, ABR
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