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704-674-5804 pj@fairviewfinancial.com
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  2. Always Knowing Where You Stand

Always Knowing Where You Stand

We pride ourselves in keeping our clients informed

For each account we provide -

  • Direct online access to your custodian TD Ameritrade. This allows you to view your account balances, transactions and holdings whenever you are ready. You also have a choice of electronically delivered statements and confirmations - or hard copies delivered by mail.
  • A secure client site where you have your own login. Here we store copies of your important documents, updates and summaries for your easy access. This site also includes a summary of your combined holdings which is updated daily. We also include assets held outside of TD Ameritrade such as fixed annuities or limited partnerships.
  • Quarterly hard copy summary statements. We mail these the old fashion way - just to make it a little easier for our clients.
  • Semi annual phone calls. Paul Jeffrey will call at least every 6 months to update you on performance and any other issues regarding your wealth.

Additionally we are always available to answer your questions and to provide the service you deserve

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Contact info

  •   6100 Fairview Road, Suite 1210 , Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com

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