Our Client Experience

Client Bill of Rights

At SLN Financial, we take great pride in providing our clients with world-class service. Meeting the individual needs of our clients is our chief concern, and we require our affiliates to abide by the same standard. To ensure that every client is treated in a fair and ethical manner, we have made the following promise through our Client Bill of Rights. We thank the clients that have shared our company with their friends and family.

As a client of you have the right to:

  • Ongoing monitoring and regular review of your financial plans, insurance policies, and applicable legal and tax documents.
  • Have your calls and emails returned promptly.
  • Receive accurate and timely statements of your account.
  • Have complicated financial concepts explained in simple English.
  • Be treated with the utmost respect and integrity at all times.
  • Receive honest advice and feedback even if it’s hard to hear.
  • More than just a business relationship; a genuine personal relationship that takes your circumstances, values and goals into consideration at all times.
  • Trust that your financial advisor is knowledgeable, and up-to-speed with important developments that have the potential to impact you.
  • Be fully informed about all strategic decisions regarding your accounts.
  • Have your privacy carefully guarded, and to never have your personal information shared with someone who is not entitled to it.