Costumer Service
-
Modernized Operations
Traditional firms waste your time and money sending mountains of reports, forms and paperwork through a slow and outdated mail system. At Wilkinson Bennings Securities, we prefer to use quick, efficient and secure email to communicate with our clients. In order to take advantage of the major opportunities that present themselves through the year.
Respectful Communication
Every individual client has differing preferences in regards to the level of communication they wish to receive from their investment advisor. In your first call with us, your representative will get to know you and your financial goals, risk tolerance and investment knowledge level.
