FINANCIAL GROUP

NJ Retirement Planner, Investment Advisor, Retirement Education, Free Consultation, Investment, Wealth Management, RJL Financial Group,Ridgewood

1156 East Ridgewood Avenue, Suite 7

Ridgewood, New Jersey 07450

Call us at 201-612-6626

Client Charter

OUR CLIENT SERVICE MISSION

At RJL Financial Group, we believe that our client is top priority. We wish to engage in a friendly, yet professional relationship whereby you feel we are providing a beneficial and convenient service. We strive to conduct all aspects of our service with integrity, honesty and consistency.

 

CLIENT CONTACT

We aim to answer your call promptly and courteously, with a real human being, not a recorded message, provided your call is between 9:00am and 5:00pm, Monday through Friday (excluding market holidays).

 

RESPONSIVENESS

When you have questions or queries requiring an answer, we will provide a response within one business day. We will attempt to be proactive, approachable, and responsive to the needs of our clients. If you

feel we have failed to live up to these, or any other expectations, we promise to pass your comments

to our CEO, so prompt corrective action will be taken.

 

PRIVACY AND CONFIDENTIALITY

RJL Financial Group respects your right to privacy and security. We will treat all of your personal information as private and confidential within our company. We will only share this information with associates when necessary for the effective management of your account.

 

PERSONAL ACCOUNT MANAGEMENT

We will provide a clear and accurate summary of your account on a monthly basis. We will also provide you with the current position of your account, on request. We will strive to make your financial transactions easier and more convenient.

 

TRANSPARENCY OF SERVICES

We will provide fair, accurate, and full disclosure relating to all our services.

If there is anything you see that we could do better, inform us. We take every comment seriously and strive to provide the finest service you deserve.

ENVESTNET CLIENT PORTAL

©2017 RJL Financial Group.  All Rights Reserved.  Investment Advisory Services offered through Global Financial Private Capital, LLC,  a SEC Registered Investment Advisor.   All written content on this site is for information purposes only. Opinions expressed herein are solely those of RJL Financial Group and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by RJL Financial Group.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of New Jersey or where otherwise legally permitted.  Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.  RJL Financial Group does not offer tax or legal advice. Individuals are advised to consult with their own CPA and or attorney regarding all tax and legal matters.