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Money-Back Guarantee 2019-05-16T14:20:33-04:00

You shouldn’t be surprised when you’re treated ethically and fairly — you should expect to be.

Complete Advisors is committed 100% to delivering superior service in a highly ethical fashion at a fair price.

We are so certain that you will be delighted with the value we deliver that we offer a complete satisfaction money-back guarantee

As you’ are researching financial advisors, ask other companies about their guarantees and if they put them in writing. A company that believes it is delivering quality service like we do will have no qualms about providing a written guarantee.

Terms:
Complete Advisors Financial Planning Services.  If you are not satisfied with the value of our financial planning services, we will gladly fully refund your fees. The refund is available at any time during the 12 (twelve) months following our date of engagement.

Complete Advisors Portfolio Management Service.  If you are not satisfied with the value of our portfolio management services, we will gladly fully refund your fees, with the exception of the custodial and platform fees paid within the 6 (six) months prior to your ending service date.