Our client's comfort and happiness are very important to us. Whether you are visiting the office, corresponding by mail or email, or calling us on the phone, you deserve a timely response to all inquiries.
Our Code of Values
♦ Our clients are not dependent on us; we are dependent on them
♦ Our clients honor us by giving us an opportunity to earn their business
♦ Our clients' privacy is paramount; we will hold in strictest confidence, and consider as privileged, all business and personal information pertaining to our clients' affairs
Our Customer Service Policy
♦ To provide the optimal level of service and guidance to our clients, we request that our clients be forthcoming with all relevant financial information
♦ If you are displeased with any element of our service, we request that you contact us by phone or email so that we may address any issues that arise
♦ If you are unable to keep an appointment, we ask that you notify us a minimum of 24 hours in advance
♦ If you are pleased with the service and the results you are receiving, we would be honored to receive introductions to friends, family members, or business colleagues whom you believe would appreciate the same level of service you have received from us
Reed & Associates, Inc. 16935 W Bernardo Dr Ste 112 San Diego, CA 92127-1634 Phone: 858-673-0878 | Fax: 858-430-3883 | Email: info@reedwealth.com CA Insurance License #0534132
Advisory services offered through Reed & Associates, Inc., a
registered investment advisor. Pension plan record keeping offered
through other fine companies.
