An educated client is our best client. You can go practically anywhere for financial advice and purchase investments. Wall Street brokerages, insurance companies and online discount brokers are vying for your business. But ask yourself what type of firm should you trust. At Townsend, we believe our business model is aligned with pursuing solutions that are in your best interest and present a superior opportunity for you because:
- We are an independent, privately owned firm with deep roots in this community
- We rely on referrals from our clients to grow our business which means we are very motivated to please every client we serve.
- As an independent advisory firm, we choose financial products that are best for you – unbiased by the demands and sales quotas that could be imposed by a corporate parent.
- Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs and we have no hidden agenda.
- You receive personal attention and advice from professionals who come to know you.
Our services include: