Truly an extension of our own staff…
Penniall & Associates has been with OutsourceThis since 2008 through multiple broker dealer and portfolio management system transitions. The team has changed over the years but the quality of service and professionalism, along with the comradery of working together has not. Our situation has been complex and challenging at times, but we are always able to work cohesively as one team; truly an extension of our own staff. OutsourceThis is the engine that drives our performance reporting, billing, and account management at every level. Without the trust we have in their team, we could not be confident of our output to clients which is imperative to our business and service model. We look forward to a long and mutually beneficial relationship working together and are glad to have them a part of our team!
OutsourceThis LLC.
2015-03-10T21:05:43+00:00
Vanessa Y. Burnett, CFP, Financial Advisor at Penniall & Associates Inc.
https://outsourcethisonline.com/testimonials/truly-an-extension-of-our-own-staff/
