Broker Check

Client vs Customer

| January 26, 2017
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In recent months there has been a great change in the way financial institutions have valued their clients. Your account value has become one of the main factors in determining your client value. Ask yourself this are you a client or a customer? When calling about your accounts are you forwarded to a call center? Do you speak to someone different every time you call? Have you ever met the person handling your accounts? At Chesapeake Investment Planning we're always here for you, the client. Call us today at (443) 249-3514 or contact us online.

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