What we offer: A Cup of Coffee and a Second Opinion
When your security and livelihood depend on a sound inves investment plan, even the h most patient i i investors may come to question the wisdom of the investment plan that they’ve been following.
At Riverdale Wealth Management, we’ve seen a lot of investment trends and difficult markets come and go. And we can certainly empathize with people who find the current environment confusing. We’d like to help, if we can, and to that end, here’s what we offer:
A cup of coffee and a second opinion.
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio for, and with, you. If we think your investments continue to be well-suited to your long-term goals – in spite of the current market environment – we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.
Either way, the coffee is on us.
Please call our office at 416-461-8181 to arrange a convenient time for an appointment.
We look forward to meeting with you.
Riverdale Wealth Management IPC Securities Corporation