Our Values

At the end of the day, Wernick Financial Services mission is based on four core values that thread the way we have built our relationships with our clients. We know what It’s like to build a business and be accountable for its growth, because we’re a business ourselves.

Our Values:

Trust: As a trusted advisor for our clients, we have built our relationship with our clients by putting their needs first. We are transparent in our solutions. Our clients know that we have their best interest in mind and offer various options for them to decide.

Resource: Our clients know that we are a resource for them when it comes to the planning of their business and personal finances. We have a vast network of connections and partners we can leverage to help you.

Collaboration: We believe in building partnerships and strong relationships. You have a vast array of people to choose from. That is why we value our clients and partner with them along the way. Our clients aren’t surprised when they get a card from us throughout the year for birthdays, holidays, and many times just to say hello and thank you. We aren’t a one stop shop, these relationships we build are deep and strong, and many will last a lifetime. Our clients aren’t surprised when they get a card from us throughout the year for birthdays, holidays and many times just to say hello.

Quality Client Service: White glove treatment is what you can expect from us. From our initial meeting to the solutions we work on together, you can expect we are focused on you and your experience with Wernick Financial Services. Our clients have worked hard throughout their lives and expect an elevated level of professionalism and service that we at Wernick Financial Services provides. They expect a prominent level of professionalism and service and this is what is to be expected from Wernick Financial Services.