Instant answers to any financial question With Financial Finesse's toll-free Financial Helpline you save
time and money by providing your employees and members with a way to quickly and
effectively solve their financial issues. Callers can get instant answers to their
most pressing financial questions - from getting out of debt to planning for
retirement.
Features and Benefits:
Invaluable resource - Unlimited access to a staff of highly experienced
Certified Financial Planners™ and other accredited professionals.
Convenient hours - Operational via e-mail or phone from 9 am to 5 pm
anywhere in the continental U.S.
Supporting materials - Worksheets and resource sheets e-mailed or mailed
to callers to help them through the financial planning process. View sample resource sheet.
Sophisticated reporting/tracking - Regular reporting gives you
information to better understand your employees' and members' financial concerns. View sample report.
Referral capability - Callers can be referred to your
company or institution for additional information or services.
privacy statement
