You Pick the Coffee Shop. We’ll Pick Up the Tab.
Choosing the right financial advisor is a little like dating. It’s daunting to take the first step. You want someone you can really talk to. But you also want someone who will really listen.
After all, you’re sharing the most private details of your financial life. You need to feel totally comfortable – and at the Page Group, we want to earn your trust.
So before we call you into the office for a formal meeting, we’d like to meet in a more casual setting.
Just a candid conversation over coffee about your needs and goals. We think it’s a great way to see if we’re a good fit for each other – because if it is, our first “date” could be the beginning of a long-term relationship.
Call now to set up your coffee date.