Every client we serve at Sanstrum & Associates, Inc. come to us with different goals, needs and values. That's why we make it our priority to get to know you as a person. We want to provide you with the most complete course of action possible and help you make smart decisions about your money. We know we can help you do this successfully when we understand your personal goals, needs and values.
We consider the initial process of setting up your investments as just the beginning of a long-term relationship. We understand that the relationship we have with our clients require trust and communication to thrive. Aaron is available to meet with you in person or by phone at anytime that works well for you. He will monitor the progress your investment is making and contact you regularly to make sure your investments reflect your current life circumstances. You will be encouraged to ask questions, express your opinions, and seek explanations so you feel comfortable with the recommendations and guidance Aaron provides towards helping you reach your goals.
Because we work so closely with our clients, we tend to think of them as friends. Don't be surprised if you get a phone call from us just to say hello!