At Robertson, Griege & Thoele, we are committed to providing the highest standards of integrity, excellence, innovation and trust to each of our clients and their financial lifestyle. Every client is served by a team of specialists who are focused on the client’s financial goals and values, while growing and protecting their wealth for the future.
RGT named in the November issue of D Magazine, Top Wealth Managers and Financial Planners - Click here to view
Click here to view the 2013 Q1 Market Commentary
RGT Client Survey - The results are in!!
We recently conducted an independent survey of our clients regarding our service and the response was overwhelmingly positive. We are gratified that our efforts to provide superior service to our clients is recognized and appreciated.
Summary of Results
· We received a 4.7 (out of 5.0) in Overall Satisfaction;
· 94% of our clients said they would refer RGT to their friends and family;
· 94% of our clients stated that RGT adds value above and beyond investment performance;
· 92% said they had a strong personal relationship with their advisor; and
· 96% said that their calls and emails were returned promptly.
You also might be interested to know that our clients say that the two things most important to them in any relationship with a financial advisor are:
· Having a clear plan in place to meet retirement goals; and
· An advisor that is trustworthy.
View Chuck Thoele's interview with Wall Street Week. Click here
to access it directly. Please note: the password to view the video is "Chuck" and is case-sensitive.
RGT celebrated its 25th year in business in 2010.
"This is not a CPA firm."