Products and Services

Sandvold and Associates provides insurance and financial services and follows the basic premise of an objective based, strategically outlined, individual portfolio. The procedures we emulate are described below.

Portfolio Design

Our group is committed to the development of the portfolio, as this is crucial once the analysis is complete. We analyze your objectives and risk tolerance and can provide services to help create a portfolio suitable for your situation based upon our analysis of your needs.

Product Selection

In many cases, the type of portfolio that you implement may require a selection of products. We work very closely with you to select products for your portfolio that are suitable to help meet your financial objectives.

Follow-Up/Service

Many of our competitors fall very short in this particular area. We find in many cases, that once your portfolio is developed and the product selection process has taken place, the follow-up and service falls apart.

For this reason, one of the Senior Associates within our group will work very closely with you in the follow-up and services areas. Again, we strongly feel that this separates us from most organizations and allows us to differentiate ourselves within the marketplace. Providing top quality service is the primary impetus for our group. Our goals of growth and development contrasts with many other organizations whose driving force is product placement.