For decades, New England’s leading privately held businesses, individuals and families have trusted us to solve their complex financial and business challenges. We’re especially deep in financial services, healthcare, life sciences, nonprofits, professional services, privately-owned businesses, real estate and construction and start-up companies.
OUR CLIENTS AND STAFF ARE OUR GREATEST ASSETS
We believe longstanding, personal relationships are good for us, both as individuals and as a firm. When we demonstrate that we value our clients and staff, everyone gets:
- Consistent results
- Clear, singular focus on success
- Outstanding client experience
- Professional growth and satisfaction
THE CLIENT SERVICE STANDARDS OF EDELSTEIN & COMPANY LLP
We practice what we preach. This is why we have implemented a timeless set of service standards we use to demonstrate our commitment to client satisfaction.
Everyone at Edelstein is trained and consistently reminded of the Client Service Standards at the core of our institutional being:
- Our client’s perception is what we use to measure success.
- We will make available any and all resources to help our clients achieve their goals.
- Each of us will take the initiative to anticipate opportunities to service our clients with a “How can we help?” attitude.
- We must instill trust and confidence through consistent follow through and safeguarding of personal information.
- Each Edelstein Staff member is an ambassador of the firm and adheres to our standards.
By adhering to these standards, our clients receive a consistently positive experience.