Jeremy White CPA Family Wealth Advisor

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BEYOND THE BLAH, BLAH, BLAH Take any sampling of financial advisory websites or brochures and youâ??ll see the same adjectives and nouns: quality service, financial solutions, your financial goals. Here is an actual mission statement from another advisorâ??s site: â??We provide outstanding service to our clients because of our dedication to the three underlying principles: professionalism, responsiveness, and quality.â?? You should expect professionalism and quality as a minimum, whether itâ??s from a financial advisor, dentist, or mechanic.