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American Express Financial Advisors

Financial Planning-The American Express Difference

At American Express Financial Advisors we've developed a unique and comprehensive approach to financial planning and made it central to our purpose. No matter what's happening to the economy, our clients can benefit since financial planning gives them a framework for weathering all kinds of market ups-and-downs. And as a financial advisor, that means you benefit too. Not only is your practice less subject to daily market fluctuations, but you also have ongoing opportunities to introduce a wide range of products recommended through the planning process.

Quality advice and service means loyal clients

Providing quality advice is the cornerstone of all we do. In fact, we stand alone among our competitors as a company that regularly surveys our clients to determine their level of satisfaction with our service and advice. And, our commitment to quality has paid off. Over the last 10 years, annual retention of our clients has been 95 percent or higher. What's more, in surveys of clients over the past two years, nine out of 10 clients say they have or would recommend their advisor to someone else. As a financial advisor, that's the ultimate compliment you can receive. Simply put, we're a company committed to the success of our clients - and our financial advisors.

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