7108 North Fresno Street
Our office is determined to serve our clients in a way that is efficient, meets needs, and helps keep our clients and staff safe.
For now, we have temporarily suspended scheduling in-person reviews. We have also made the difficult decision to cancel our Annual Veater Financial Group Rodeo & BBQ as well as our next introductory dinner on Tuesday, April 7th 2020. However, we remain available to help you with any and all of your investing and financial planning needs. We will continue to meet with clients over the phone and through Skype.Some suggestions from our office during this time:
1) Set Up Online Access: Have you signed up for AccountView? AccountView allows you to go online to view account balances, recent statements, and tax documents Give us a call at (559) 432-3877 to get started. You can also access AccountView in the top, right-hand corner of our website.
2) Create a Zoom or Skype account: If you'd rather have your portfolio review via Zoom or Skype, communicate this to Aleece when scheduling. We can walk you through how to do this.
3) Connect With Us on Facebook: We continue to update our Facebook page often with videos and office news. Please "like" our page to receive the latest updates.
4) Call Us: Finally, as always, feel free to call us at (559) 432-3877. Our office hours remain the same and we look forward to answering any questions that you may have.