Our Guiding Principles

Independent Advice

Reis Financial Services is an independent financial services firm. We are not a financial institution and do not represent any single bank, trust company, life insurance or investment firm. Nor are we owned by a larger parent company.

Comprehensive Planning Approach

Every client situation is unique and we recognize that there is no one-size-fits-all strategy. Our “Lifetime Freedom Process” starts with thoroughly reviewing your current financial position. The more we know about your financial concerns, goals and objectives, the better we can serve you.

We then invest the time to examine the opportunities available to you and identify potential risks. After analyzing your situation, we create a written financial plan, or “Road Map”, to outline the steps required to help achieve your personal objectives.

Independent Implementation

We believe that a combination of many different services and/or products will allow us to best meet your financial objectives. We do not want product limitations to bias our advice.

At Reis Financial Services, we are fully qualified to implement comprehensive strategies. We are licensed to recommend many different product strategies (e.g. stocks, bonds, mutual funds, managed accounts, annuities, life insurance, disability insurance, critical illness insurance, long-term care insurance).

It is imperative to us that we implement the most appropriate services to meet your financial objectives. This may mean using a mutual fund or purchasing an annuity or putting no financial products in place.

Our independence gives our advisors the freedom to compare available alternatives in the marketplace and recommend what we believe is the best financial strategy for your unique circumstances.

Ongoing Commitment

We have built our reputation on our commitment by providing exceptional service, periodic reviews, and close monitoring of our clients' financial plans.