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Partnership Bill of Rights

As our client and partner, these are your rights:

1. Professional, prompt and courteous service at all times.

2. Integrity. We promise we will always put your best interests first!

3. An ability to identify your needs and recommend meaningful intelligent solutions.

4. You can call any time and we will respond, according to urgency, but never more than 24 hours later.

5. In the event of any bad news, we will notify you immediately.

As your partner, these are my rights:

1. When we call you, and you are unavailable, please return our call.

2. When we ask for a decision, we are entitled to a yes or no.

3. We are entitled to both positive and negative feedback from you concerning how we are performing for you.

4. If we perform to your satisfaction and standards, then we expect to be introduced to the people who you know that may be interested in our services.

We look forward to being your partner.

 

 



 

* Securities offered through Sorrento Pacific Financial, LLC Member FINRA / SIPC
Office of Supervisory Jurisdiction:
10455 Sorrento Valley Road, Suite 101 · San Diego, CA 92121
Investment Advisory Services provided through Partnervest Advisory Services, LLC.
A registered Investment Advisor
Insurance services provided through Partnervest Insurance Services, LLC