Would you rather struggle through a phone maze, sit on hold, figure out which form to request, how to complete it, where to send it back and if the whole process worked…..Or talk to a person you know and let them take care of it for you?
Niki McNee is dedicated to customer care. We are an old fashioned company who makes it our mission to take care of you. Yes we do all the fancy allocation models, yes Sherry is an Accredited Investment Fiduciary (AIF), but we understand: you don’t really care what we know until you know that we care.
How can we be of service to you today?