Even the thought of having to change to a different financial advisor or accountant can give someone a headache. So why do individuals or businesses make the change?
Below are some of the top reasons that cause clients to make the leap:
Even the thought of having to change to a different financial advisor or accountant can give someone a headache. So why do individuals or businesses make the change?
Below are some of the top reasons that cause clients to make the leap:
Answer your phone calls and respond to your questions in a timely manner and in a language that you understand.
Communicate with your established group of advisors (i.e. bankers, financial advisors, insurance agents, etc.) on your behalf to eliminate any miscommunications concerning your financial needs.
Utilize new technology to the fullest extent possible to ensure that our service and your financial life is efficient, streamlined and secure.
Take an active interest in learning about your personal financial goals and/or your business’s industry and trends.
Act as a year-round resource (not just at tax time) to you and/or your business.
Frye Consulting holds licenses to practice in both North Dakota and Minnesota, allowing us to service clients throughout the Red River Valley.