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Financial Support Services
is a PortfolioCenter/CenterPiece Service Bureau®
and professional out-sourcing service which provides alternatives
for financial, accounting and legal professionals who prefer to
devote less time and expense to maintaining data and managing a
back-office staff. FSS services are specifically
designed to streamline operational activities and provide information
quickly and efficiently.
FSS is located 70 miles southwest of Houston, Texas,
and was established in 1996 by Vicki Wood, CFP®.
Vicki is the owner and President of Financial Support Services.
She is a graduate of Louisiana State University, with a degree in
Business Administration. She received her Certified Financial Planner
designation in 1988 and has over 20 years experience in the financial
services area.
Financial Support Services provides a comprehensive
range of financial reporting and back-office services, such as PortfolioCenter
and CenterPiece web based and remote access database management
services, performance reporting and client
billing.
OUR
CORE VALUES
- PROFESSIONALISM:
Our management team has professional credentials or certifications,
which is required to ensure all information we provide is accurate.
- INTEGRITY:
We conduct our business in a professional manner worthy of trust.
- EXCELLENCE:
We strive to provide the highest level of services to our clients.
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SECURITY:
We undergo a background check and fingerprinting. We are bonded
and insured.
Financial
Support Services strives to provide quality services at
an affordable price.
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