Client testimonial praising Mainstream: the speaker sought a firm with redundancy and a boutique personal touch, had positive phone conversations with Nick and Denise, and reports daily/monthly teamwork with Mainstream. The client is satisfied with timeliness and accuracy of NAV packages, values the firm’s honor and integrity, and has already recommended Mainstream to industry friends.
Chapters
I was looking for a firm that had a little more redundancy and a larger type firm. The I wanted to keep the feel of a boutique where I have the personal touch, but a firm that had redundancy with a larger staff that could more take care of my needs. The reason I decided to work with Mainstream, we had several conversations over the phone initially with Nick over there. He brought Denise in to the conversations over the month that we were going back and forth. And I pretty much had a real, real good feeling after talking to both Nick and Denise since the transfer. Our team here works with Mainstream on a daily and monthly basis, and they are, and I check in all the time, but they are more than happy. And I'm more than happy with the timeliness of the nav packages and the accuracy. If I was to talk to someone about recommending Mainstream, which I actually have already, to some of my friends in the business, I think that honor and integrity are everything in our business. And what Denise and her team promised us and told us they were going to deliver, they delivered on all points. And that's, to me, that's the biggest positive that any firm could have. I think that her values that she has for the company are exemplified by all of her staff.