FAQs
Open communication is necessary in keeping you focused on your investment plan and adjusting your plan over time. Regular communication via phone calls, emails, and in-person meetings will keep you updated with relevant financial advice and help answer any questions you may have. Here are a few common questions we’ve heard…
Contact UsWhat does Albitz/Miloe & Associates, Inc. do?
At Albitz/Miloe & Associates, Inc., we work with clients to help them achieve their financial goals. We utilize our experience to research, analyze, explain, and monitor suitable investments for your portfolio. In addition, we provide relevant financial guidance specific to your circumstances. Through ongoing communication, you will know exactly where and how your money is being invested, and we assist you in making the adjustments required to stay current in a changing financial world.
Can you provide me with a plan specific to my financial goals?
At Albitz/Miloe & Associates, Inc., we work with clients to help them achieve their financial goals. We utilize our experience to research, analyze, explain, and monitor suitable investments for your portfolio. In addition, we provide relevant financial guidance specific to your circumstances. Through ongoing communication, you will know exactly where and how your money is being invested, and we assist you in making the adjustments required to stay current in a changing financial world.
What can I expect when I become a client?
At Albitz/Miloe & Associates, Inc., we work with clients to help them achieve their financial goals. We utilize our experience to research, analyze, explain, and monitor suitable investments for your portfolio. In addition, we provide relevant financial guidance specific to your circumstances. Through ongoing communication, you will know exactly where and how your money is being invested, and we assist you in making the adjustments required to stay current in a changing financial world.
Will I be able to view my account online?
At Albitz/Miloe & Associates, Inc., we work with clients to help them achieve their financial goals. We utilize our experience to research, analyze, explain, and monitor suitable investments for your portfolio. In addition, we provide relevant financial guidance specific to your circumstances. Through ongoing communication, you will know exactly where and how your money is being invested, and we assist you in making the adjustments required to stay current in a changing financial world.
How do you charge?
At Albitz/Miloe & Associates, Inc., we work with clients to help them achieve their financial goals. We utilize our experience to research, analyze, explain, and monitor suitable investments for your portfolio. In addition, we provide relevant financial guidance specific to your circumstances. Through ongoing communication, you will know exactly where and how your money is being invested, and we assist you in making the adjustments required to stay current in a changing financial world.
If I have a managed account, where are my assets held?
At Albitz/Miloe & Associates, Inc., we work with clients to help them achieve their financial goals. We utilize our experience to research, analyze, explain, and monitor suitable investments for your portfolio. In addition, we provide relevant financial guidance specific to your circumstances. Through ongoing communication, you will know exactly where and how your money is being invested, and we assist you in making the adjustments required to stay current in a changing financial world.
Why not just handle my own finances online without a fee?
At Albitz/Miloe & Associates, Inc., we work with clients to help them achieve their financial goals. We utilize our experience to research, analyze, explain, and monitor suitable investments for your portfolio. In addition, we provide relevant financial guidance specific to your circumstances. Through ongoing communication, you will know exactly where and how your money is being invested, and we assist you in making the adjustments required to stay current in a changing financial world.
Are you fiduciaries?
At Albitz/Miloe & Associates, Inc., we work with clients to help them achieve their financial goals. We utilize our experience to research, analyze, explain, and monitor suitable investments for your portfolio. In addition, we provide relevant financial guidance specific to your circumstances. Through ongoing communication, you will know exactly where and how your money is being invested, and we assist you in making the adjustments required to stay current in a changing financial world.
