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Founded in 1989
Chicago, Illinois
Member of the Chicago Better Business Bureau
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What Drives Our Company?
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Company Motto
"One Client
at a Time"
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Vision Statement |
To attain financial resources for individuals and families that will help them meet their needs
and thus improve the quality of their lives. |
Company Values |
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Our company’s approach allows us to maintain the human touch in our communications
and dealings with each client.
- Integrity, honesty
- Personal, direct responsiveness to client needs
- Dedication, commitment toward providing the best customer service possible
- Motivation toward attaining goals
- Competency, expertise, experience
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Company Policies & Practices |
Our company abides by the following policies and practices:
- Treat each client with full confidentiality
- Provide outstanding customer service with timely responsiveness to each client
- Treat each client with respect and trust
- Work expeditiously and dedicatedly on each client’s case
- Honor contractual obligations
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