Since we only engage a limited number of clients, the following are traits and characteristics that are important to us.
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Willing to delegate
Items we need from You:
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Considerate
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Honorable
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Your goals
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Responsible
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Estate Planning Documents
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Honest and open
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Insurance policies/Benefits Plans
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Experience with previous advisor
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Investment Statements
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Relationship oriented
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Income Tax Returns
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Reasonable
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Our questionnaires completed
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Commited
What are YOU Looking For?
These are normally the characteristics our clients tell us they are seeking when searching for a Financial Advisor. What are you looking for?
Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.
Member FINRA & SIPC.
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requirements concerning the dissemination of
information regarding investment products and
services, we are currently required to limit access of
the following pages to individuals residing in states
where we are currently registered.
Investment Advisory Services offered through IAR’s
of Longview Wealth Management, a Registered
Investment Adviser.
Securities offered through Registered
Representatives of Cambridge Investment
Research, Inc., a Broker/Dealer, Member
FINRA/SIPC, to residents of:
Alabama (AL),Arkansas (AR),Arizona (AZ),California (CA),Colorado (CO),Connecticut (CT),Delaware (DE),Florida (FL),Georgia (GA),Illinois (IL),Indiana (IN),Kansas (KS),Kentucky (KY),Louisiana (LA),Maine (ME),Maryland (MD),Michigan (MI),Mississippi (MS),Missouri (MO),Nebraska (NE), North Carolina (NC),New Jersey (NJ),New Mexico (NM), New York (NY),Ohio (OH), Oklahoma (OK),Oregon (OR),Pennsylvania (PA),Rhode Island (RI),South Carolina (SC),Tennessee (TN),Texas (TX),Utah (UT),Virginia (VA),West Virginia (WV),Wisconsin (WI),Wyoming (WY), Vermont (VT).
Cambridge and Longview Wealth Management are not affiliated.
