Constant communication and education is essential to a successful long term relationship. At Baron Silver Stevens Financial Advisors, we discuss with our clients their preferences for how they would like us to communicate with them.
This communication may include
Investment statements
Consolidated quarterly reports
Scheduled review meetings in person or by phone
Review of accounts online through our website
Weekly or monthly market commentary via email
Access to Baron Silver Stevens quarterly live conference calls
The annual Baron Silver Stevens economic outlook even
Consolidated 1099 reports for your CPA®