Client Services Co Ordinator at Financial Decisions - Stockton, California, United States
FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec℠ was founded as a family-owned and operated "mom and pop" shop that has grown into a corporation serving clients nationwide out of our multiple locations.Since inception, we have focused on putting clients first. We have brought on team members over the years who have shared in the vision of helping people build wealth over time. We've come a long way since we first opened our doors more than 30 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. As we embrace new techniques, technologies and thinking, we always keep our eye on what's most important: Our clients and the trust they have in us.Our business philosophy is guided by six core values embodied in the acronym "Findec". Family valuesIntegrityNew IdeasDeterminationEducationCommunity