Service isn't merely a part of our business, at The Mohr Financial Group, service is our business. This philosophy impacts every aspect of our relationship with you. Service doesn't just mean answering your questions. It means anticipating questions and providing information before it's needed. Service doesn't just mean dealing with problems. It means preventing problems.
We maintain our unique and close relationship with our clients by scheduling Annual Review Meetings. These informative meetings ensure that we review your portfolio of investments and make adjustments when appropriate. We also update your personal information and investment suitability, and review your current financial goals and objectives.
We believe that an essential aspect of service is integrity: Doing what we promise, when we promise. Acting in your best interest. Standing behind everything we do as if our very existence depends on it - because it does.