I am truly impressed with the services provided by Rowling & Associates. The team is highly professional and knowledgeable. They have always addressed all my queries and concerns with great patience and utmost courtesy. I highly recommend their services for any accounting or business needs. Their expertise and attention to detail are unmatched.
I had a great experience with a financial consulting firm. The team was highly professional and provided me with expert financial advice. They helped me in streamlining my business finances and maximizing profitability. I am extremely satisfied with their services and would highly recommend them to others.
✨ Rowling & Associates has been my go-to company for all my financial needs. They have a highly knowledgeable and experienced team that goes above and beyond to provide exceptional service. Their attention to detail and commitment to customer satisfaction is remarkable. I highly recommend their services to anyone looking for reliable financial assistance.
👍 I had a wonderful experience working with Rowling & Associates. The team is highly professional and knowledgeable. They provided me with exceptional financial advice and helped me navigate through complex financial situations. I appreciate their expertise and personalized approach. Highly recommended!
👍 I have been a loyal customer of Rowling & Associates for several years now and I must say that their services have exceeded my expectations. The team is always available and responsive to my queries and concerns. They have helped me in managing my finances effectively and provided me with valuable advice. Highly recommended!
✨ I am extremely pleased with the services provided by Rowling & Associates. Their team is highly professional and always goes the extra mile to ensure customer satisfaction. They have helped me in managing my finances effectively and provided me with valuable insights. I highly recommend their services.
Rowling & Associates is a reliable and trustworthy company. I have been a customer for several years now and I am extremely satisfied with their services. Their team is always available to assist me with any financial queries or concerns. Their attention to detail and dedication to customer satisfaction is commendable. I highly recommend their services.
I recently availed the services of a financial consulting firm and I must say that I was thoroughly satisfied with the experience. The team was efficient and prompt in handling all my financial matters. They provided me with valuable insights and guidance, which greatly helped me in making informed decisions. I would definitely recommend their services to others.
Estaba buscando un asesor financiero que me ayudara a planificar mi jubilación y encontré a Steve Doster, miembro de Rowling Associates en el sitio web de la organización Cert Fin Planning. Programé una cita con Steve. Antes de la reunión, comencé mi debida diligencia con el asunto de la responsabilidad fiduciaria. Esta es la principal área de preocupación mencionada en casi todas las fuentes de asesoramiento sobre cómo seleccionar un asesor financiero.
Después de preguntar sobre esto, Steve envió un correo electrónico cancelando mi cita.
¿Qué llevó a esto? Después de la cita, le envié un correo electrónico para solicitar un documento que indique si él tendría o no una responsabilidad fiduciaria. Un miembro de su personal indicó que la información se podía encontrar en los documentos que ya me habían enviado, y se refirió al documento y sección específicos. Desafortunadamente, esa sección solo se refirió al documento de su Código de Conducta para obtener más detalles, que estaría 'disponible a pedido'. Entonces hice la solicitud. Entonces mi cita fue cancelada inmediatamente. A continuación se muestra el correo electrónico que recibí. Tu eres el juez.
"Los documentos de divulgación que recibió discuten nuestro deber fiduciario para con los clientes y nuestro cumplimiento de los códigos de conducta profesionales. Como contadores públicos y profesionales de la CFP, estamos obligados a seguir el código de ética y las normas profesionales de conducta para ambas profesiones. El código de ética de nuestra empresa es parte de nuestras políticas y procedimientos de cumplimiento mucho más amplios, que es un documento para uso interno únicamente.
Al revisar nuestras comunicaciones, entiendo que necesita asesoramiento financiero rápidamente. Lleva tiempo completar nuestros planes financieros debido a nuestro proceso minucioso y meditado. Puede llevarnos de 6 a 8 semanas completar un plan dependiendo de la complejidad del cliente. Parece que nuestra firma no es la más adecuada para satisfacer sus necesidades de tiempo, así que cancelo nuestra reunión de presentación. Le deseo todo lo mejor en su búsqueda de una empresa de planificación financiera.
Saludos,
Steve "
linkedin.com
