What to expect
Trust: When working with an advisor, trust is paramount. At Parkway Wealth Advisors, we realize trust is not given; it’s earned. We earn your trust by working hard to understand your needs in a comfortable, no pressure environment. Your privacy is always treated with respect and we’re straightforward about our fees.
Service: We are committed to providing you with first-class service from an advisor who always listens to your needs and provides you with unbiased financial advice. No two clients are the same, nor do they have the same financial goals. We customize your investment strategy based on your individual needs. You have a story, a picture of your future, and we’re listening so we can help you reach those goals.
Communication: We welcome all of your questions – simple or complex. We recognize that communication is key when it comes to developing your investment strategy and maintaining your satisfaction. At Parkway Wealth Advisors, we work with you to develop a customized communication strategy so you are getting the information you need, when you need it.
Focus: At Parkway Wealth Advisors, we maintain an unwavering focus centered on what is best for you. As independent financial advisors, we don’t offer proprietary funds. And our team is not motivated by sales quotas or production goals. Instead, we measure success by your complete and total satisfaction.
Convenience: We recognize not everyone is available to meet face-to-face during normal business hours. We also understand there may be other circumstances, which prevent you from making it to our office. At Parkway Wealth Advisors, we always accommodate our clients by offering convenient meeting times and locations. Evening and weekend appointment times are available, upon request. We even make house calls.
The Initial Meeting
Choosing the right financial advisor is a very important step. We understand we may not be right for everyone, so it’s important that we take the time to make sure our philosophy and approach are a good match with the qualities you’re seeking in an advisor. The best way to do this is to simply have a conversation. So bring your questions and let’s sit down and get to know each other. Call us today at (816) 444-4453 to schedule a time convenient for you.