How We Serve Our Clientele
At Lanier Financial Group we take pride in providing a high level of service to each and every client we work with.
Due to the fact that our clientele spans from coast to coast we take advantage of technology in order to ensure each client receives the attention they deserve. While we strive to provide face to face interaction it is not always feasible due to time constraints or physical distance. With that said we provide the security of cloud based document storage and sharing combined with video/web based conferencing tools to keep in regular contact with each person or entity we serve.
We firmly believe the more time we have to work on planning and portfolio management versus commuting provides better service and results for those we serve.