Accounting Financial Advising & Planning
$200,000 to $999,999
Feb. 2011 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.0

Willing to Refer: 5.0

"There is quite little to nothing to change from what they have done."

Apr 29, 2022

Team Director, Financial Advising Company

Anonymous

Financial services
West Richland, Washington
501-1,000 Employees
Survey Response

Hernandez Financial partners with a financial advising company to help them manage customers and payments.

Hernandez Financial has helped the client keep their customers happy, resulting in an increase in their profit. To ensure that everything's going smoothly, they conduct in-person and virtual meetings and take advantage of project management platforms. Overall, the client is satisfied.

BACKGROUND

Briefly describe what your company does and your role there.

My company helps people with their financial decisions and help them to go to their right path with money. My role there is to direct our workers to do the right thing.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Trying to find a competent reliable partner who has a vast majority of knowledge in Financial Advising & Planning

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

The partner just helps with customers and payments, just an extra hand to help our work.

How many people does your company work with?

10+

How did you find this provider?

Referral

Why did you choose to work with them?

Positive reviews and ratings
Good value for cost
Referred to me by a trusted source

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

The amount of happy customers and literal profit that we both receive ever since our partnership

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Project Management platform

Are there any areas for improvement or something this service provider could have done differently?

No not really. There is quite little to nothing to change from what they have done.

RATINGS

5.0

Hernandez Financial

Proactive Planning for a solid future

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