Chris Basch, Cmfc®, Crpc® Email & Phone Number

I have always had a genuine passion for helping others to reach their full potential. As an investment advisor with over twenty years of industry experience, I am happy to combine my financial knowledge with that passion to put my clients on a path towards their financial goals. For each client, that path looks a little different. That's why, in my early days at The Mutual Fund Store, I developed the strategy of making regularly scheduled phone calls to all of my clients, regardless of portfolio size, to ensure the path they are currently on is still the right one for them as individuals. This strategy was later adopted by all advisors in the company. In my 28 years in the investment advisory business I have seen there is no one-size-fits-all approach to investing for the future. Each client portfolio is a separate entity to me, and when I help my clients make investment decisions, I take into account their unique situations to find what works best for them. The victory, for me, comes when a client is able to afford that extra vacation, or discovers she can send each of her kids to college, or recognizes that he does not need to worry about his financial future after retirement. I like to help people realize their dreams, and I thoroughly enjoy being able to give them the peace of mind that comes with knowing their investment advisor does indeed have their best interests at heart. If you would like to talk to me about your financial future, please contact me. I look forward to speaking with you!

Listed skills include Mutual Funds, Investments, Investment Advisory, Retirement Planning, and 26 others.