Archive for June 2010
Phoenix Financial Planning Firm Takes Unique Approach
Chichester Wold Financial, LLC is an independently owned financial consulting firm with more than 17 years of dedicated personalized service to our clients. At Chichester Wold Financial, LLC we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.
Whether you are just starting to save for your future, or are a seasoned investor, Chichester Wold Financial, LLC has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Our Mission:
We help individuals and families achieve peace of mind through the attainment of their financial goals and objectives. We forge mutually beneficial and long-term relationships with our clients based upon our philosophy to “serve first.” Our client’s achievement of their vision is always paramount.
Our Vision:
To be valued as an essential partner by those who value comprehensive, cross-disciplinary analysis to identify & implement strategies that achieve their goals.
Our Purpose:
We are the premier, most sophisticated and complete financial planning services organization. We provide high-value, cross-disciplinary consultation for our clients, their families and their businesses. We pursue our role as “advisors” with the highest degree of integrity, skill, and knowledge – accessing expertise with the most efficient systems, processes and creative ideas to deliver unparalleled experience.