Our desire at Glen Eagle Advisors is to build meaningful relationships with each client so that we can provide custom advice designed to provide you, our client, with the financial capability to meet your life goals. We believe that what truly differentiates Glen Eagle Advisors from other financial services firms is our focus on helping each advisor to build caring, lasting relationships with each client.
While every Glen Eagle Advisor approaches this challenge differently, I have found that the best partnerships leverage the unique backgrounds and experiences of both the client and the advisor. While I have been advising clients for almost 25 years I still leverage my love of teaching. I began my career as a teacher and I have found that clients both love and deserve to understand the financial products and strategies that I am advising them on.
As your partner, it is important that your advisor understand your hopes and dreams. A successful partnership is built on a solid relationship that begins with an understanding of both your needs and what is important to you outside of investments. My sincerest hope is that throughout your relationship with Glen Eagle Advisors, you are able to say that both our firm and your advisor are true Partners in Wealth Management with you.
Please feel free to let me know when we are doing a great job partnering and also how we can do a better job if we fall short of your expectations. I can be reached at 609-631-8231 or by email at firstname.lastname@example.org.
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VIDEO - Susan Michel discussing her leadership philosophy.
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