It's Time to Think Differently about Your Money
Our Mission
At Fetterman Investments, Inc., our mission is to provide personalized financial planning and investment management services to individuals and businesses. We understand that every client is unique, with their own set of financial goals and challenges. That's why we take the time to get to know each client, understanding their values, financial situation, and goals. We then use this information to create a customized financial plan that is tailored to their individual needs.
What Makes Us Different
At Fetterman Investments, Inc., we are committed to providing high-quality, personalized service to our clients. We believe that each client is unique and deserves a customized approach to their financial planning and investment management. Our team of experienced financial advisors has the expertise and knowledge to help clients achieve their financial goals. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to achieve financial success.
Client Service Experience
At Fetterman Investments, Inc., we understand the importance of providing exceptional client service. We believe that every client deserves a personalized experience, which is why we take the time to get to know each client and understand their financial goals and challenges. We then use this information to create a customized financial plan that is tailored to their individual needs. Our team of experienced financial advisors has the expertise and knowledge to help clients achieve their financial goals, and we are committed to providing them with the guidance and support they need along the way.
Comprehensive Financial Planning
At Fetterman Investments, Inc., we believe that comprehensive financial planning is the key to achieving long-term financial success. That's why we take a holistic approach to financial planning, considering every aspect of a client's financial situation, including their income, expenses, assets, and debts. We then use this information to create a customized financial plan that is tailored to their individual needs and goals.
Investment Management
At Fetterman Investments, Inc., we believe that investment management is a critical component of a comprehensive financial plan. We offer a range of investment products, including equity securities, bonds, mutual funds, and more. Our team of experienced investment professionals has the expertise and knowledge to help clients achieve their investment goals, and we are committed to providing them with the guidance and support they need along the way.
Insurance and Retirement Planning
At Fetterman Investments, Inc., we believe that insurance and retirement planning are critical components of a comprehensive financial plan. We offer a range of insurance products, including life insurance, long-term care insurance, and disability insurance. We also offer retirement planning services, including 401(k) plan design, management, and administration. Our team of experienced financial advisors has the expertise and knowledge to help clients achieve their retirement goals, and we are committed to providing them with the guidance and support they need along the way.
Estate Planning
At Fetterman Investments, Inc., we believe that estate planning is a critical component of a comprehensive financial plan. We offer a range of estate planning services, including wills, trusts, and powers of attorney. Our team of experienced financial advisors has the expertise and knowledge to help clients achieve their estate planning goals, and we are committed to providing them with the guidance and support they need along the way.
Special Needs Planning
At Fetterman Investments, Inc., we believe that special needs planning is a critical component of a comprehensive financial plan. We offer a range of special needs planning services, including special needs trusts, ABLE accounts, and guardianship planning. Our team of experienced financial advisors has the expertise and knowledge to help clients achieve their special needs planning goals, and we are committed to providing them with the guidance and support they need along the way.
Melissa Cox, CFP
Melissa Cox, CFP, is a key member of the Fetterman Investments, Inc. team. With over 15 years of experience in comprehensive financial planning, Melissa has the expertise and knowledge to help clients achieve their financial goals. Melissa specializes in college planning, student loan management, and special needs planning, and she is dedicated to providing exceptional client service.
Poor Customer Service Experience
Tanner Maxwell had a disappointing experience with the company's customer service. He mentioned that the person answering the phone was very grumpy and hung up on him after just 10 seconds. This brief interaction suggested to Tanner that the company doesn't care about gaining new clients.
Communication Issues
The customer service representative's demeanor appeared to be unprofessional and unwelcoming. The fact that he hung up on Tanner after such a short conversation implies a lack of concern for customer satisfaction.
First Impression
Tanner's review highlights the importance of a strong first impression. A poor initial interaction can be detrimental to a business's reputation and deter potential customers from working with them.
Customer Dissatisfaction
This review demonstrates the impact of poor customer service on customer satisfaction. When customers feel ignored or disrespected, they are less likely to become repeat customers or recommend the business to others.
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