Client Charter

Our Client Service Mission:
At GFA Wealth Design, LLC, we believe that our client is top priority. We wish to engage in a friendly, yet professional relationship whereby you feel we are providing a beneficial and convenient service. We strive to conduct all aspects of our service with integrity, honesty and consistency.

Client Contact:
We aim to answer your call promptly and courteously, with a real human being, not a recorded message, provided your call is between 8:30am and 5:00pm, Monday through Friday (excluding market holidays).

When you have questions or queries requiring an answer, we will provide a response within four working hours. We will attempt to be proactive, approachable, and responsive to the needs of our clients. If you feel we have failed to live up to these, or any other expectations, we promise to pass your comments to our CEO so prompt corrective action will be taken.

Privacy and Confidentiality:
GFA Wealth Design, LLC, respects your right to privacy and security. We will treat all of your personal information as private and confidential within our company. We shall not reveal to anyone outside of our company, without the client’s consent, any personally identifiable information relating to the client relationship or the affairs of the client, except and to the extent disclosure or use are reasonably necessary.

Personal Account Management:
We will provide a clear and accurate summary of your account on a quarterly basis. We will also provide you with the current position of your account, on request. We will strive to make your financial transactions easier and more convenient.

Transparency of Services:
We will provide fair and accurate disclosure relating to all our services. If there is anything you see that we could do better, inform us.

We take every comment seriously and strive to provide the finest service you deserve.