How a Personal Connection Helped a Fisher Investments Client Navigate Retirement скачать в хорошем качестве

How a Personal Connection Helped a Fisher Investments Client Navigate Retirement

Fisher Investments Investment Counselor, Josiah Hersey shares a client experience. As an Investments Investment Counselor, Josiah is the main point of contact for his clients. In this video, Josiah describes how proactive service helped him to address a unique challenge for his client. Investment Counselors provide quality customer service by devoting time to understanding what their clients need their life’s savings to accomplish in retirement. Because each client has a unique situation and different retirement goals, Investment Counselors personally get to know each client so Fisher Investments can build a portfolio tailored to his or her needs. Investment Counselors also keep in regular contact with clients to make sure they stay on track to meet their retirement goals. Clients can contact their Investment Counselor at any time—whether they need help understanding their retirement investments or if they need reassurance during volatile times in the stock market. We hope you enjoyed this client story as told by Fisher Investments Investment Counselor, Josiah Hersey. For more information on how Fisher Investments consistently delivers customer satisfaction, be sure to subscribe to our YouTube channel or visit our website at www.fisherinvestments.com. Connect with us: Facebook -   / fisherinvestments   Twitter -   / fisherinvest   LinkedIn -   / fisher-investment