Client Experience
What You Can Expect from Our Team:
As the client, we will always put your needs first.
We will always communicate with you using plain, easy-to-understand language.
We commit to always treat you with respect, dignity, and helpfulness.
We will always answer your calls and emails, and we will check for messages regularly.
Your information will always be kept confidential and private.
If you have a concern, we will give you our undivided attention by listening, recommending the best course of action to resolve the issue, and helping you implement the resolution.
Your requests will be processed accurately and in a timely manner.
We will keep you informed of any changes to your accounts.
How Our Team Commits to Work for You:
We will remain knowledgeable about current regulations and laws.
We will stay informed about current news and how it may impact your accounts.
We will be continually learning and expanding our financial knowledge by participating in ongoing training courses.
We will monitor our clients’ feedback to continually improve our processes at Kingdom Wealth Advisory.