Great Service Makes the Difference

We at the Wealth Technology Group believe very strongly that decision-making about your financial future requires a coordinated approach.  When you become our client, you may be absorbing a lot of new information, and will perhaps acquire some new ways of envisioning the years to come.

For certain, you will require quick, thorough, exact responses to your questions and problems.   When you call our office as our client, you aren’t a stranger.  We know exactly who you are, and if you are in the middle of a transaction or an issue, you can expect us to remember without your having to re-inform us every time you call.  Only with this kind of dedicated, educated, well-trained team can we bring you the kind of excellent service you deserve.

While I am your main contact, I have around me a number of licensed individuals whose job as my support staff is to see that your needs are met.   Our organization is a very powerful one, with each individual an expert in his or her area.   Together, we're a formidable working force, and we handle the requests, problems, questions and needs of nearly a thousand individuals spread across the country, from three offices.

I've addressed a number of professional groups about our system of customer service, and we're really proud of the job we do.

At the Wealth Technology Group, becoming a client is as easy as it is rewarding.  We hope to see you in our office for the beginning of a long relationship.

Sincerely,

 Gary F. Thomas, JD, LLM, CLU, ChFC

Registered Principal of Transamerica Financial Advisors, Inc. (TFA)