CONNECT

Address:

18245 Paulson Drive
Port Charlotte, FL 33954

Phone:

941-625-6160,Mobile: 941-276-7376

Fax/Other:

941-255-6901

Mission Statement

OUR CLIENT SERVICE MISSION

At Wiitala Financial Services, 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 between 9:00 am and 4:00 pm, Monday through Friday ( excluding market holidays).

RESPONSIVENESS

When you have questions or queries requiring an answer, we will provide a response within 4 working hours. We will attempt to be proactive, approachable, and responsive to the needs of our clients. If you feel we have failed to live up to these, or any other expectations, we promise to pass your comments to our C.E.O., so prompt corrective action will be taken.

PRIVACY AND CONFIDENTIALITY

Wiitala Financial Services 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 accounts on a quarterly basis. We 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 and accurate 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck