There are thousands of financial advisors vying for your business. Why would you choose to work with ETA Investments? That’s easy: because here, it’s all about you.
First, it’s about earning your trust, because nothing’s more important than that. We earn your trust by listening to you, putting your needs first and providing truly customized advice and guidance.
We earn your trust by being 100 percent upfront, transparent and accountable. We believe in full disclosure. We also earn your trust by being good stewards of your money.
And finally, we work with you on your terms. Whether you want to meet in person, on zoom, on the phone… whatever works for you, works for us. And we’re always available to answer questions, discuss your progress or offer advice. Because here, you, your family and your future are our top priority. Always.
At ETA Investments, our first objective is to get to know you. To build a relationship, make you comfortable with us and earn your trust. Because, yes, we want to give you the financial guidance and investment services you need to plan for your future. And we want to help you achieve your financial goals.
But we want to do it on your terms. On your timetable. We don’t have a step-by-step process we make you follow. We don’t have a set schedule for when we meet. And we never, ever pressure you into anything. Period.
We let the relationship evolve and flow. We meet you where you are — and listen when you talk about where you want to go. Here it’s all about you. Because it’s your money. It’s your future. And we work for you — on your terms.
