Staying in Touch

Communication is key your client experience. We believe more is better.

When looking at options on how to best achieve your goals, ask about how strong will the communications link be between you the customer and the investment adviser. Do you have a direct line to the team actually making the decisions?

What makes Private Client Wealth Management from All Star Financial different than other investing alternatives is the commitment to maintain communications with your financial adviser with no in-between person. Direct to the source!

We meet in person and work closely with your community bank to set the framework to best serve your individual requirements and appraise your current wealth management goals.

Educational seminars, and programs like “Money Myths”, as heard on WCCO radio, will be available to deepen your knowledge of the wealth management process.

Trends point towards an increase in digital communications, because of their ease and convenience. We embrace this trend. Webinars are scheduled frequently and your financial institution will be encouraging you to sign up and participate online.

Webcam conferencing is quickly becoming a preferred way of connecting and communicating online. Your community financial institution that offers our service will be equipped with the technology needed for Webcam conferencing on a daily basis.

We are available for online conferencing. No matter where you are—and where we are—you will have access to our senior experts.