Our Terms of Service

In order to help you understand what you can expect in terms of service on a day-to-day basis, we have established the following standards:

Response time: You can expect that any call made to our office before 4:00 p.m. will be returned by your advisor or someone on the team, on the same day.  Calls made after 4:00 will be returned on the next business day.

Problem resolution: While we endeavor to execute all business without error, we promise that any problems will be resolved within three business days.  If that is impossible, we will provide you with a status report within that time.

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