I was recently the victim of fraud. Someone got my credit card number and sold it. Then someone charged $1,000 worth of groceries to it in Madrid, Spain. I ran through a range of emotions during this experience, but do you know what the most frustrating thing was? When I went to report it, to talk to the financial institution involved, it took forever to get to a real person. I had to remember PIN numbers and wade through “press one for this” and “press two for that.” It was awful.
This is a perfect example of why we have a person answer the phone here at Merriman. On the first ring Heather, Richard, and Donna stand ready to answer. By the third ring Kim, Heather, and Scott (and soon Mischa) are standing by. If there’s a fourth ring, then everyone’s phone is ringing.
Well, it is a little more complicated than that. We measure the time it takes us to answer the phone in seconds. We track how long it takes us to answer the phone and how long you are on hold. That’s how important your call is to us.
So if you call and ask to speak to your financial advisor and he or she is not able to come right to the phone: Tell us what you are trying to get done (move money, get a balance, discuss a recent news article). We will get you connected to someone who can help.Here is more information on identity theft, from the Attorney General’s office. This brochure has information to help you protect yourself.
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At Merriman, we manage your wealth so you can lead your best life. We take care of the financial planning and investment management, so you can deal in more possibilities and have the space you need to dream big.
Because it’s time to stop asking "What should I do?" and start saying, "This is what I could do."
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