Frequently Asked Questions

Is FinServe Pro authorized to operate as a finance servicing company?

We are, of course!

What are your fees?

Conversations at our initial meeting will determine the precise cost for the level of service your situation will require.

What should I expect?

We have a group of specialists in every branch of finance who are diligent enough to let nothing slip through the cracks. We manage the investment process, ensuring that the costs are reasonable for the effective investment approach that our team suggests. We make sure your tax return is submitted on time. We help manage your assets and provide guidance every step of the way.
Simply put, we assist in ensuring that your entire financial situation is in order

Why should I choose FinServe Pro?

While many firms offer precise tax, accounting, and financial services for a specific year, FinServe Pro works to determine how those services might affect the future. We take into account the future as well as the present and make use of this perspective. Our long-term strategy is future-oriented.

Does FinServe Pro help with "mundane" matters such as planning for college tuition, buying or leasing a car, refinancing, etc.?

Definitely! These are critical issues in our clients’ lives and we are committed to empowering our clients so that they can make the best practical financial decisions.

Can I call and ask questions?

Our clients are always welcome to contact us with any questions, concerns, or ideas. We look forward to these calls and take pride in our ability to assist our clients in any and every way we can.