Pool Pals appreciates that every client’s needs are unique, and that, at times, the wants are more important than the needs. Financial needs, goals and circumstances change throughout a person’s life; therefore it is important to build a relationship of trust between Pool Pals and the client, to enable us to recommend the most suitable products to the client’s needs.
HOW WE DO IT
• We build trustworthy professional relationships
• We gather the necessary information from our clients
• We identify our clients’ needs and determine their financial goals
Pool Pals promises to you...
• We commit to service excellence;
• To give personal and special attention to each client;
• To review the needs of each client
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