AT McINTOSH FINANCIAL SERVICES AND ASSOCIATES INC., we value the relationships we build with our clients and base them on mutual trust and respect. Our goal is to provide our clients with sound financial advice, ensuring that tomorrows are protected and planned for, starting today.
As a result, we understand that we have to begin by placing our clients’ financial well-being first. To accomplish that, we begin by listening closely to their financial objectives and then by offering investment and financial plans that are designed to help them meet their goals.
We are pleased that our Service First organizational culture has distinguished us from our peers. We know that unless we provide the highest possible level of sincere service first, we will not have the opportunity to develop strong client relationships and, in turn, grow with our clients.
Taking the “you first” approach reaffirms our service commitment to both existing and potential clients that we understand the importance of listening to them.
The primary focus of our Financial Advisors is to provide dependable quality service to our clients by establishing a rapport and understanding their goals before we make investment recommendations to them.
To our Financial Advisors, each client is treated like he or she is “the only investor in the world,” which also underscores each client’s importance to his or her Financial Advisor and our firm.
We invite both clients and visitors to browse through our site and begin to experience the commitment we have made to you. If you should have any questions, please feel free to contact one of our team members.