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Freedom Financial Services, Inc.
An Independent Firm
4317 Lavista Road
Tucker, GA 30084
Phone: 770-817-8988
Toll Free: 866-463-4438
Fax: 770-817-0784
leroy.tanker@ raymondjames.com
Map & Directions
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Vision
We are a distinct company, valued by our employees and clients, respected by our competitors and acknowledged by the rest of the business world as a leader, a major asset in the communities in which we operate.
Values/Principles:
Client Focus: The client is the reason why we exist and the driving force behind what we do.
Respect for the Individual: We respect the dignity of each individual: clients, employees and members of the general public.
Teamwork: Internally, we communicate, collaborate and cooperate with each other in order to provide the seamless integration of high quality client services.
Integrity: We strive to exemplify the highest standards of personal and professional ethics in all aspects of our business.
Wisdom: We constantly increase our knowledge and competency and only undertake those engagements that we feel competent to handle. We consistently look to sharpen our judgement in applying this knowledge wisely to client situations. Also, we constantly strive to enlighten and educate our clients on financial matters through seminars, written material and discussions.
Stewardship: Our goal is to be good stewards of assets entrusted to us. However, we recognize that our role is to make the recommendations that we feel are appropriate and the client makes the final decisions as to implementation.
Mission Statement
Our mission is to provide our clients with the knowledge, expertise, and appropriate recommendations they need to make educated financial decisions, thus providing them with confidence and freedom to enjoy life more fully.
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
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Click here to read the Client Bill of Rights |
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