Interview Q&A
How long have you been in business?
25 years
What is your primary product or service?
Retirement Plan consultation and administration
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I was hired inot this industry right out of college, loved it and never left it.
How do you differentiate yourself from other businesses in your category and area?
We are local to our clients which enables us to deliver a higher level of service and a competetive fee
How many locations do you have and do you have plans to expand?
We currently hhave one location
Provide detailed directions to your location
We are @ 400 and 285
What type of payments do you accept?
Company checks and we can be paid by the retirement plan assets
Which areas do you service?
Southeatern u.S
Who owns your company or runs daily operations?
Katrina Moody and Peggy Smith are the primary owners and run the business
What are your hours of operation?
8:30-5:30
Anonymous on 9/3/2015 4:00:31 PM
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