At Feliciano Financial Group, we strive for great performance and a great experience for our clients.

In this episode, Jose Feliciano sits down with vice-president Jeff Feliciano to discuss what the client experience looks like when somebody works with the Feliciano Financial Group team.

In this episode you will learn:

  • What the introductory call process looks like when you’re considering becoming a client
  • What the process of financial blueprinting looks like
  • The four questions our firm answers in the insurance areas
  • Why communication and accountability is key in a client/advisor relationship
  • And more!

Tune in as Jose and Jeff Feliciano simplify your decisions and processes for a more accountable client experience!

Resources: Feliciano Financial Group | (903) 533-8585

Call Now!
Give us a little info, get a lot in return.
Sign up to receive news, notices of events,
and financial resources,
Schedule your FREE Feliciano Financial Blueprint™ Consultation
with a Certified Financial Planner™.
Use this form or call us directly.

(903) 533-8585

Use the form to attach a resume and send to HR.
All info is kept confidential.
You will be notified in a timely manner.