Knox Financial Summit 2019 | Knox Financial Services | 1 November 2019 | TBA
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Fri Nov 1 EDT - Sat Nov 2 EDT (about 5 years ago) |
| Location | TBA |
| Region | All |
Details
Our clients include individuals, families, business owners, executives, self-employed professionals, organizations, and local governments. A diverse group of clients with a common desire- to have a financial team that listens to their needs, evaluates their current situation, prepares objective information and advice, implements the chosen Solutions, provides ongoing monitoring, and provide a high-level of personal service.
In my time in the financial industry, there has been substantial change in products, services, and technology. The future will hold even more change. Our core mission, to help clients achieve their financial goals, will not change. Our firm has three basic beliefs in what we do:
• Clients First Initiative - we apply the same effort and consideration for our clients in the same matter we would desire to be treated;
• Standard of Care - we always remember the trust our Clients place in us and apply the highest standards of care and process when offering advice; and
• The Journey - our clients' long-term success is what defines our own. As your Journey evolves, we will be there.