VEESART FINANCIAL, LLC

CONNECT

Address:

8245 Tournament Drive - Suite 130
Memphis, TN 38125

Phone:

(901) 748-4899, Toll Free: (800) 778-8738

Fax/Other:

(901) 748-3341

Concierge-Level Client Service

While it may be enough to provide you with a comprehensive integrated investment plan, we feel the need to go one step further.  We have developed a Concierge-Level Client Service Program that we believe is unique in our industry.  Our program includes:

Annual Comprehensive Financial Review

  • Investment and estate plans are reviewed and updated
  • All plan document, profiles and data are reviewed and updated annually
  • Overall investment performance is measured and compared to both their benchmark indexes and the goals of your plan
  • Recommendations from attorneys, accountants or other financial providers are incorporated into your plan

Quarterly Performance Review

  • Manager and portfolio performance is reviewed
  • Quarterly performance reports are available
  • Any changes or updates to your current situation are discussed

Monthly Contacts

  • Contact is made once a month in non-review months

Command Asset Program1                                           

  • All basic account fees waived
  • Unlimited free check writing and checks
  • Debit and/or credit cards                          
  • Access to all accounts on-line
  • Enchanced monthly statements
  • Enhanced annual summary & tax packages

Online Account Access

  • Online convenience to help you monitor your investments

Periodic Group Newsletter or Email

  • Newsletter - articles and commentary regarding the current investment environment and marketplace
  • E-mail - Executive summary / bullet points highlighting the current investment environment and marketplace

Annual Client Appreciation Event

  • Platinum level clients will be invited to our annual client appreciation event

Annual "Accountant-Ready" Tax Packages2

  • 1099s, 5500s, K1s, etc. are prepared and compiled with a summary and details of any gains or losses taken during the year
  • Help reduce your and your accountant's annual tax preparation workload

Year End Capital Gains Tax Adjustments2

  • We attempt to minimize your annual capital gains taxes - both within your portfolio and from other investments - by realizing necessary losses (if any) at the end of each year to offset any realized gains
  • We can coordinate this effort with you and your accountant so that all of your investments are working in tandem

1 Banking services are offered through banking affiliates of Wells Fargo Advisors Financial Network.

2 Veesart Financial and Wells Fargo Advisors Financial Network are not legal or tax advisors.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals