I Have Been Referred

Excellent! We are always pleased to help friends and families of existing clients. Our process, which is described elsewhere on the site, will help us quickly determine if we can be of value to you. Usually by the end of the first meeting, we will have a pretty good idea of whether our services and style are a good fit for your needs.

For the vast majority of people that are referred to us, we understand that they are with another advisor. Once we see that we have a good fit, we facilitate a smooth, professional and courteous transfer of investment accounts from the old advisor/institution to our care. We handle it. 

There are a couple of points that we would like to make to prospective clients: Firstly, if we become your advisors, your accounts will be held by top-tier financial custodians, in your name, where you will always have direct access to your money. Secondly, we are independent dual licesened financial advisors who have no bias toward any particular company or product. All our "thinking" is our own.

At least 90% of our new clients come from referrals by existing clients. We think people refer us because of our direct service style, and because we listen to how our clients define financial security and then implement solutions to make their vision a reality. CS Investment Counsel clients can look forward to a decades-long relationship of service, security, and results.

Are you NEW to CSIC Corporation? You may want to review our process and  testimonials.

Please complete our introduction form and we will contact you to arrange an initial, no-obligation appointment.