“Financial
Support Services and Vicki Wood have an integral part of
my financial advisory business for the last seven years.
Prior to using Financial Support Services, I spent several
hours a week maintaining CenterPiece. I also had the additional
responsibility of training employees to perform CenterPiece
activities, only to have them eventually leave and take
all the training with them. Since I started out-sourcing
to Financial Support Services, I do not have to train employees
nor worry about incorrect data entry. Vicki and her staff
are very professional, responsive to my requests, and pleasant
to work with. CenterPiece is accurately maintained and my
client reports always go out on time. Because of my out-sourcing
relationship with Vicki, I now have more time to devote
to my clients and can direct my energies toward growing
my business. I would recommend Financial Support Services
to any advisor who is thinking of out-sourcing CenterPiece
activities.”
Mari
Ledergerber, Cornerstone Financial Advisors
“Vicki
and her staff really take care of my back-office needs in
a cost-effective virtual manner, enabling me to focus my time
on more important things, like new or existing clients or
even my own life.”
Eric
Rabbanian, CFP®, JD, MBA, Rabbanian Financial Planning,
Inc.
“I
started partnering with Financial Support Services four years
ago. The FSS staff is definitely helpful, friendly, and adaptable,
but the most important thing I can say about FSS is that Vicki
and her staff, honor their agreements. Of all the things that
are difficult to achieve in business and in life, this has
to be the most important reason I will stay with them. It
requires a high level of ethics, a client-centered mindset,
and assiduous attention to detail over time. This relationship
has allowed me to partially retire, travel, and spend time
on the things that matter most in my life. I could not be
happier with the services that FSS provides."
David
Congleton, Pension Investment Advisors
“After
11 years, I continue to find Vicki's service to be reliable,
easy to work with and with a friendly staff to solve problems
when they rarely occur. Without Financial Support Services,
I couldn't be enjoying my profession nearly as much.”
Betty
Bartlett, Bartlett Investment Advisors, Inc.
“Vicki
and her staff have proven to be an extension of our office.
There have been times when we needed something at the very
last minute, and they dropped everything to help us. We are
most fortunate to have found them and to have their support
in our firm.”
Melissa
Hammel, CFP®, Hammel Financial Advisory
Group, LLC |
