Why choose Landis Financial Advisors, Inc.?
Many investors are very cautious when choosing whom they will entrust with their hard earned savings. That’s why at Landis Financial Advisors, Inc., we make every effort to earn the confidence of our clients. Our integrity, honesty and loyalty will help eliminate any apprehensions as we work diligently to earn your trust.
In addition to earning our clients' trust, we build relationships with our clients using multiple meetings to tailor a financial plan to help them pursue their unique needs and goals. Since every client is unique, it takes more than a simple telephone conversation to understand the impact financial decisions can have on our clients and their loved ones. At Landis Financial Advisors, Inc., we take the time to perform an in-depth evaluation of your current financial status, goals, preferences and risk tolerance. That way, we can base our recommendations on your particular set of circumstances rather than a "one size fits all" approach.
Because of our dedication to helping our clients, we take pride in going the extra mile to help guide our clients toward a more secure financial future. No matter how large or small the task, you can relax knowing we are available. Our competent staff is accessible and well trained to handle all of your administrative needs and our services continue throughout your lifetime as a client. We realize how busy you are and we believe that being able to rely on our responsive staff will make you feel at ease.
Upon death, our service also extends to your named beneficiaries. During such a difficult time, trying to navigate death claim paperwork and making sure assets are transferred properly can be overwhelming for those unfamiliar with such processes. Our advisors are available to help your beneficiaries make informed decisions and our administrative staff is skilled at completing even the most complex paperwork.
We have been very blessed to have clients who have recommended us to their co-workers, family members and friends. We believe this is a reflection of our helpful advice, trustworthiness and dedication to customer service. We will faithfully work to serve your best interests and earn your trust as well. Please take a moment to explore our website and discover the ways we can assist.
DUE TO COVID-19, Some upcoming events will be rescheduled
View our past Newsletters here.