Some banks and wealth management firms are transitioning their customer service functions to call centers in a move designed to promote efficiency.
As you look for wealth management help for your business and personal needs, it’s important to decide early on whether you want or need a more personal relationship.
A less personal approach can work for many people. But at Valley Trust, we find our clients appreciate dealing directly with us. That personal relationship can be extremely important as people plan for major life events, whether it is selling a company, working through a divorce or planning for retirement.
– Tyler Iller, Valley Trust