Address: 5400 Connecticut Avenue, Suite 100
  La Mesa, CA 91942
Phone: 619-697-2684
Fax: 619-697-8257
Email: info@davis-seiley.com

WealthView

San Diego Balboa Park
San Diego Gaslamp
San Diego Downtown

Service Commitment

Client Service Commitment:

1.  Honesty and ethics in all we do.

2.  Comprehensive and personalized financial planning with ongoing annual reviews to help you achieve your financial goals.

3.  Continuous independent and unbiased financial advice.

4.  Timely communication on relevant investing and financial planning issues.

5.  Communication from our office when activity in your account(s) has or needs to occur such as account rebalances or distribution requests or other planning issues.

6.  Regular reviews of your portfolio and rebalancing as needed.

7.  Invitations to three client dinner/workshops throughout the year where new and in-depth information is provided.

8.  Personalized access to your account information & statements.

9.  Response Commitment – Telephone calls and emails received will be returned within 24 business hours by our office to respond to your needs.

10.  Continuous staff education and professional development.

Davis & Seiley Wealth Management Inc., an SEC Registered Investment Adviser

 

Fidelity Investments is an independent company, unaffiliated with Davis & Seiley Wealth Management, Inc. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied in the Davis & Seiley Wealth Management, Inc. site and does not guarantee or assume any responsibility for its content. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. E review # 571463.1.0
 
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