Author: David Smyth

Every quarter, our office receives about 10 phone calls from clients who are having trouble understanding their quarterly or monthly statements. The call usually goes something like this: “I got my Pershing statement in the mail, but I also received a statement from Reits/Atel/Business Development Company (BDC) (alternative investments), and I’m not sure if these extra statements are in addition to my Pershing account, or if they’re part of what’s reflected in my Pershing statement. Then, when I log into eMoney, the values don’t match up with what I’m seeing in my statements.”

• November 2, 2017

Here at Family Financial Partners, we are proud to be able to say that the majority – nine out of 10 – of new clients who come in to have initial conversations with us do end up choosing to work with us. To be perfectly honest however, we’d prefer to bat a thousand. We’ll always keep striving for perfection, even if we know we’ll never get there.

• October 19, 2017