WHY CHOOSE US? Chernofsky Financial follows a strict fiduciary standard of care and code of ethics, always putting our clients' needs ahead of our own interests. As our client, you will always be informed in advance about fees, material facts about investment choices, reasons for our recommendations, and disclosure of all other details related to your account management. You will participate as an informed partner in your financial planning and management, rather than as an outside observer. We are a fee-based, fiduciary, independent Registered Investment Advisor, providing financial planning and management of our clients' investment portfolios for a fee, based on a percentage of the value of the portfolio. We do not earn commissions for investment recommendations. Also, we neither give, nor receive, any type of compensation for referrals to or from other professionals. Our management fee is tied directly to the value of your account so you are assured that our ongoing motivation is the same as yours - to protect and increase the value of your assets. Chernofsky Financial is an independent firm. We do not have a vested interest in any investment products, other companies, or services. We are not required to sell anyone's prepackaged or proprietary investment or insurance product, nor is there any requirement to meet weekly or monthly quotas. We select the best research resources and investment opportunities available for use in the management of your portfolio, and provide active management to make sure we stay on track. Diana Chernofsky is an Independent Investment Adviser Representative of Chernofsky Financial, Registered Investment Advisor, who takes pride in offering personalized portfolio management services with a fair fee structure. She believes this is crucial to the goal of developing long-term client relationships based on client education, candid advice, openness, and mutual benefit. Chernofsky Financial uses various methods of analysis in researching its investments and believes in the importance of looking at all aspects including technical and fundamental data. To get started, Diana Chernofsky provides a complimentary no-obligation discussion about your current portfolio and goals, essential in being able to determine whether or not our methods and programs meet your needs. You may request an appointment by calling 1.800.616.9489.
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By appointment only. Phone: 1.800.616.9489 |
Chernofsky Financial, LLC is a registered investment advisor in the State of Washington, with an additional registration in the State of California. The advisor may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
