Keep in Touch with HD Wealth Strategies
2 Tools to Enhance your HD Experience
Ever had a quick question for Allie or Steve, but thought it would be easier to send a text instead of trying to remember it and then email us later? How about wanting to check your portfolio, or securely send us a document for our review? At HD Wealth Strategies, we have several tools our clients may use to communicate with us. Below are two examples.
HD MOBILE
With the HD Mobile App you can check your portfolio performance on the go, view our latest blog posts, and securely receive reports, documents, or updates from our team.
HD SPEAK
When you sign up for HD Speak, you can securely send us text messages, receive appointment reminders, and will get responses to your text from one of our team members in real time.
One of our top priorities is to make the communication experience effective and hassle free by providing options that are secure, easy to use and readily available. Be sure to reach out to John (John@hdwscolorado.com) if you want to set any of these features up and he will be glad to help you out.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through HD Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
