Testimonial Content
We appreciate you taking the time to share your experience with us. Due to our compliance and industry regulations, we ask that you follow these guidelines when writing your testimonial:
✅ What You Can Share (Permitted)
- Professional Experience: General impressions of the financial professional’s knowledge, professionalism, or overall acumen.
- Responsiveness & Support: Experiences with availability, accessibility, engagement, and how your questions or concerns were addressed.
- Courtesy & Service: Your satisfaction with the friendliness, courtesy, and customer service of our team.
- Personal Comfort: How you felt about working with the financial professional on a personal level (e.g., friendliness, ease of communication).
❌ What Not to Include (Not Permitted)
- Performance Claims: Statements or implications that our advice, strategies, or services have led—or will lead—to specific gains, profits, or superior returns.
- Comparisons: Positive or negative comparisons of our firm or professionals against other financial firms or advisors.
- Endorsements of Specific Investments: Recommendations or emphasis on the merits of any particular investment, financial product, model, or plan.
- Third-Party Names Without Consent: Mentioning other individuals by name unless they have given their explicit permission.
✅ Tip: Focus on your overall experience, level of service, and how you felt working with us, rather than on investment outcomes or specific financial products.