Broker Check

Jon Alin

Jon Alin

President-Financial Advisor

561-299-3959
jalin@alinfinancial.com

MY CLIENT COMMITMENT

As your Financial Advisor, I pledge that I will:

  • Work with you to develop a highly personalized relationship—with my guarantee that I will promptly return your calls and efficiently provide whatever investment information you require.
  • Accept constructive criticism without being defensive in my quest to constantly improve the service I provide to you.
  • Communicate with you as often as necessary to remain conversant with your needs and ensure that all your objectives and goals are being recognized.
  • Always provide objective and professional advice —that reflects your time horizons, risk tolerance and objectives,—and I will never offer proprietary products so my sole focus at all times is on protecting your best interests.
  • Research the marketplace and offer the highest quality information and recommendations in such areas as: retirement planning, investment analysis, estate planning, 401(k) planning, college/education resources, along with financial planning tools that will help evaluate your investments.
  • Provide full access to the extensive resources of Summit Brokerage Services, as appropriate, to benefit you, including on-demand access to your account information through our secure Web site.
  • Work hard to serve all your investment needs and earn your trust.