Service Related Needs

The New Advisor
 
Our client service model is designed to be one of: under promise and over deliver. We all have seen or been in a situation where change or other dynamics are the constant denominator. In the financial services industry for 31 years change is in all of our daily lives.
 
The New Advisor, to properly practice the appropriate services, now needs a captive or strategic team of specialists to properly service these client-changing needs. Our holistic approach includes multi professionals to assist clients and their inter-generational family and personal needs.
 
Call us to schedule a complimentary consultation or complete our Information Request form.  
 
For our clients:
 
If you need assistance in any of the following areas and would like to contact our office personnel please call (909-748-0033) or email Cheri Wheeler (cheri.wheeler@ieia.net) or Maria Nicolaou (maria.nicolaou@ieia.net).