Our Commitment to You
At Brophy Financial Planning, ensuring you have a first-rate customer experience is our priority. When you choose to work with us, we consider it your right to receive high quality service, advice, reporting and resolution. That’s our commitment to you.
Our qualified and experienced professionals will always give you competent, ethical and courteous service as they help you make a SMART plan to meet your financial goals. Making SMART decisions means that you’re always in control. You tell us what’s important to you, and we’ll suggest responsible investment options that fit your goals and your life. We are also dedicated to:
- Taking the mystery out of financial planning by being upfront about all the costs, risks, and benefits associated with an investment
- Providing you with accurate, timely, and easy-to-understand information and advice about all your investments
- Never making a change without your approval
- Working hard to resolve a conflict if it arises or telling you about alternatives if we can’t come to a resolution
Working with us is easy because it’s easy to get to know us. We’ll gladly answer your questions about investment options, our investment professionals and our firm.