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We offer online access to investment accounts, including statements, values, transaction history, and performance information.
Advisors are available during normal business hours, or after hours on a case-by-case basis. Emails and voicemails are typically responded to within 24 hours. Formal reviews are performed in person, on the phone or via video on an annual basis or more often as needed. BFG Fiduciary Advisors are required to invest in their client’s best interests. BFG Fiduciary Advisors are not compensated for referrals. Advisors can attend appointments with clients to assist as needed.
We look forward to working with you!
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Bettendorf Financial Group