Verify Credentials

Who can you trust?  This is an important question when the subject involves money.  There are numerous advisors that have acted improperly with client's money.  How do you know that Contour Financial is who they say they are?  Great investment and estate strategies mean little if your investments are siphoned off to some Caribbean island.  Let's start with verification.  Clicking on links number two and three will show we are registered and have a clean record.  Link number four refers to the protection provided to assets held at Schwab Institutional.

Some advisors may cover up or mislead clients with their background.  People have suffered devastating losses because their advisor lacked sufficient knowledge to do his or her job well.  Does he actually have the experience claimed?  Did the advisor attend the reputable educational institution listed?  The remaining links at the bottom of this page are here to provide supporting documentation that the claims made in our website are true.
 
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With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.
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