Exciting News!
We are excited to share an important update. Rik Saylor Financial is partnering with Savvy to support certain technology, operational, and back-office functions.
What stays the same:
The same Rik Saylor Financial team will continue to serve you with the same focus on personal guidance and your financial goals. Your advisor stays the same. Eric or Nate will remain your advisor.
Your accounts will remain on Fidelity and the account numbers will stay the same.
What happens next:
With added support behind the scenes, our team can spend more time focused on clients and service.
Within the next week or so, you will receive a separate email directly from Savvy with documents to review and electronically sign. The email will include a “Get started” link.
Thank you for your continued business, confidence, and trust.
Warm regards,
Your Rik Saylor Financial Team
