What Does a Relationship with Commas Look Like?
At Commas, we take the time to understand you as a person so that we can have a long lasting relationship. Your financial plan evolves as you navigate through life, and we’re here to support you through every change.
“We’re here to have a long lasting relationship. This isn’t transactional. We don’t see you as a number, we see you as a client. We’re building relationships. We want to get to know you. We want to know all your hopes and dreams and values and a lot of the time when we get to know you on a deeper level, we’re able to have conversations that meet you where you are and that are more understanding to the client.
A lot of us are in the same boat, everybody has their expertise. This happens to be ours and so we just want to be the sounding board that you can always come back to.”
Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.