Our fiduciary duty is to put you, our client, first!
As a firm, our Fiduciary duty to always act in the best interest of our clients is a legal obligation we take very seriously. For more than 20-years, our firm has relied on our conviction of placing the client’s interest before any thoughts of our own compensation. Our commitment to honest and ethical behavior helps us to build a very successful firm.
“The fiduciary duty means that the financial service provider must at all times act in the best interest of customers or clients”1. In addition, a fiduciary must avoid conflicts of interest that impair its capacity to act for the benefit of its customers or clients. And if such conflicts cannot be avoided, a fiduciary must provide full and fair disclosure of the conflicts and obtain informed consent to the conflict. A fiduciary owes its customers and clients more than mere honesty and good faith alone. A fiduciary must put its clients’ and customers’ interests before its own, absent disclosure of, and consent to, conflicts of interest.”
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* TD Ameritrade Institutional is the firm that we use to custody our client assets. TD Ameritrade and Westfield Financial Planning are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.