For the second year in a row, Regal Wealth Advisors won the LNP Readers’ Choice Award for the preferred financial planner. And in 2021, we also won first prize for small business advisory services and second place in the insurance agency category. We are extremely grateful to receive these recognitions as they come from those we strive to serve. To everyone who made these awards possible, thank you very much for your tremendous support!
Our customer relationships are based on three factors: integrity, trust and performance.
It all starts with integrity, which is rooted in a deep interest in our clients and a passion for helping them achieve their long-term financial goals. Integrity then becomes the basis of a relationship of trust. We earn the trust of our customers by our commitment to always put their needs and priorities first and by constantly staying in touch with them. Finally, integrity and trust allow us to develop a close relationship that promotes optimal performance. Long-term investment returns, while crucial, are only one element of our performance goals. For us, performance also includes developing an effective, goal-oriented long-term plan so that we can be sure that all of our investment and planning decisions are aligned with the needs of our clients.
Integrity, trust and performance. We believe these three crucial elements are what our customers expect and deserve. And this year Readers’ Choice Award indicate that our customers feel the same. If you would like to learn more about what sets us apart and why so many others strongly believe in us, give us a call or visit regal-wealth.com