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Andrew E. Terry offers the following valuable services to clients:
"A Clear View" Newsletter Subscription To make sure that the newsletter is always current and relevant, Andrew answers questions sent to him by current subscribers of his newsletter. He always answers a few questions in the newsletter that he feels are most relevant and ones that most appropriately reach the subscriber’s needs. Included in every issue of “A Clear View” you will find tips and techniques on how to protect yourself within the current environment as well as beneficial financial planning ideas that will allow you to better navigate through the maze of financial planning. All of these resources are sewn together to form a very readable and positive newsletter to equip you to become better informed. Here you will find Andrew’s January 2009 Newsletter as an example: download
Broker Check Service The broker check service is for those people that want A.E. Terry, LLC to investigate their current or potential broker using the public information available. We believe that people can investigate themselves however sometimes people feel that they would rather have the research and opinion from someone in the industry. We simply offer the service to research and relay that research to you in an unbiased way. Sometimes there are marks on broker’s records that you may not be able to interpret. We take the guesswork out and relay to you what you need to know in order to make an informed decision.
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