Probity Advisors, Inc. Client Services Agreement
Probity is grateful to our valued clients and the trust they have placed in us. We have been helping clients plan for and achieve financial goals for more than 60 years. Our name reflects our guiding principle. Probity, by definition, means integrity and honesty. That’s what our clients can expect in all facets of your relationship with our firm.
We strive to provide exceptional personal service and communication, along with transparency. To view our current services agreement which includes a description of the services provided and the parties providing those services, please click here.
If you have any questions about our holistic approach to wealth management or about your financial life, please do not hesitate to call our office at (214) 891-8131.