Mayfield Financial Services
People often ask us, "What exactly do you do?"
On the surface, we might say that we help our customers navigate all of their critical financial decisions. But that's only part of the story. Our expertise lies in the combined collaborative efforts of our professionals and building long-term relationships based on trust, mutual respect, and a burning desire to help our clients achieve their goals.
To do this, we take a team approach that comes to fruition when seasoned professionals working in their field of expertise collaborate to optimize the financial position of a single customer, a family, or a business.
Bringing multiple perspectives together has a multiplier effect: 1 + 1 no longer equals 2, but, rather, 3 or 4. Put our team on your case and the talent firepower is of a greater magnitude that other firms cannot match.
Our services are delivered in the context of love of family, wealth creation and preservation, and the alignment of goals among family members. We want to see you successfully transfer your wealth to the next generation and beyond. Our team approach works, and we seek customers who share our values and appreciate the integrity of our integrated process.
If you want a firm to simply execute your transactions or manage just a portion of your assets, we're not the firm for you. Often we graciously thank potential customers for their interest but turn them away because they lack this alignment with our values.
Helping or acquiring more customers has never been a goal of ours. We'd rather focus on helping the right type of customer where our contribution can be more meaningful and have the greatest impact.
If making the best choices for the right reasons strikes a chord with you, please contact us. We may be just the type of firm you are looking for.
We believe that education and understanding of your financial situation is vital to making prudent decisions about your financial condition. If you have any questions or wish to schedule an appointment, send us an email or give us a call at 440-449-7709.