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Richard C. Elsen
Financial Consultant
Branch Manager
Registered Principal
5707 6th Avenue
Kenosha, WI 53140
Phone: 262-652-7535
Fax: 262-652-7525
Contact Us
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Mission StatementWe commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering high quality investment alternatives. We believe in putting the financial well-being of our clients first. Remaining responsive to the needs of our clients in a financial environment characterized by consistant change is our continuing challenge. Our business is people and their financial well-being. Therefore, in the pursuit of our goals, we will conduct ourselves in accordance with the following precepts:
- Our clients always come first
- We must provide the highest level of personal service with integrity.
- Assisting our clients in the attainment of their financial objectives is our most worthy enterprise.
- We must communicate with our clients clearly and frequently.
- Our investments and services must be of superior quality.
- Continuing education is necessary to maintain timeliness of investment knowledge, tax and financial planning techniques.
- Innovation is requisite to our survival in a changing world.
- To emulate other members of our industry requires that we work hard; to excel beyond our peers requires us to provide an even higher caliber of service to our clients.
- We must give something back to the communities and the world in which we live and work.
Your Rights as a Client:- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
| Click here to read the Raymond James Client Bill of Rights |
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