No two clients are the same and it's my job to make sure I help them achieve the best results that they can get.
No two clients are the same and it's my job to make sure I help them achieve the best results that they can get.
During my 21 years in the precious metals industry, I have learned that the key to making my clients’ portfolios successful is to specifically diversify their assets to their particular needs. Too many companies are quick to sell the client coins without knowing anything about them, typically recommending the same coin to every client. Each client has different needs and their precious metals advisor needs to identify those needs, evaluate their assets and listen to their concerns in order to make sure that the metals that our clients invest in are going to accomplish their goals.
At Scottsdale Bullion & Coin, not only do we work to get the right investment product for every client, we save them money and deliver the best service in the industry. We communicate frequently with our clients so they can be involved and fully understand what events may affect their investments, in order to be proactive, rather than reactive. While so many financial advisers always have the same canned response to “just ride it out,” and they never really tell you what you should expect or how to actually manage your money, we work diligently to make sure our clients are informed and know what to expect so they are not caught off guard.
(602) 365-0165
(888) 812-9892
21 years
Customizing strategies for clients based on goals
Age and risk tolerance
Precious metals IRA/401K rollovers