Mission Statement
Our Client Service Mission
At Lifetime Advisors 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 made during our business hours of 8:00 am to 8:00 pm Monday through Wednesday, 12:00 to 6:00 pm on Thursdays, and 9:00 am to 3:00 pm Fridays and Saturdays (excluding market holidays).
Responsive
When you have questions or queries requiring an answer, we will provide a response within 24 working hours. We will attempt to be proactive, approachable, and responsive to the needs of our clients.
Privacy and Confidentiality
Lifetime Advisors 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.