915 Nursery Street
Frankly, we weren't sure what to call the firm originally. So we did what we thought any client centered organization should do, we asked our clients what they thought of us. In describing us, they used words like patient, prepared, open minded, knowledgeable, trusted, supportive, friendly and honest. They also told us that we provide them with straight forward information, delivered in a way that's easy to understand. Perhaps, one of the most important things they told us, is that we listen.
We're thankful for the relationships we've built with our friends and clients and continue to work hard every day to honor and strengthen them. And that's why we're proud to call our firm, Client 1st Financial.
We're proud of our reputation and the high level of client care we are able to provide. As a team, we've set a very high level of expectation in this area. Helping our clients keep their plans to reach their important financial goals up to date and on track, is our top priority.
At Client 1st Financial, our team has one purpose - to service our clients. We invite you to contact any one of our team members and find out why our name is Client 1st Financial.
President & CEO
"The primary focus of any client-centered endeavor is listening to your client; because the goal of the client is the goal of your business." "When we founded this business, we wanted to give it a name that would truly reflect what we...
Jason's experience, education and professionalism have fostered his comprehensive approach to offering financial services, products and advice to his clients. His commitment to professional education is evidenced by his Chartered Financial
Christina has been active in the financial services industry since 2002. In this time she has seen the business from a variety of perspectives, from the highly competitive world of recruiting... to assisting financial advisors in...