Our Service Commitment
Great Service Makes the Difference
We at the Wealth Technology Group believe strongly that decision-making about your financial future requires a coordinated approach. When you become our client, you will likely be asked to absorb a lot of new information, and may wind up acquiring some new perspectives on your financial future.
For certain, you will require quick, thorough, exact responses to your questions and problems, and when you call our office, you will not be a stranger. We'll 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 having to re-inform us every time you call. It is only through this dedicated, team approach that we bring you the level of service you deserve.
While I am your main contact, I have, working with me, a number of licensed individuals whose job it is to make sure your needs are met. Our organization is a very powerful one, with each individual being proficient in his or her area. We handle the requests, problems, questions and needs of nearly a thousand individuals spread across the country, from three offices, 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 look forward to seeing you in our office one day, in what we truly hope will be the beginning of a long and prosperous relationship.
Gary F. Thomas, JD, LLM, CLU, ChFC