Company Overview

The Servant Difference

Our Mission

The Servant Experience

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You need a trusted advisor to help you achieve your investment goals. Someone who thinks like you, who has the same values, who listens.

That's what you'll get at Servant Financial. And because we're just like you, we don't believe in cookie-cutter approaches. You are unique. You need sound, personalized investment advice that suits your lifestyle, goals and experiences.

We're busy, too. But our activities focus on analyzing financial situations, monitoring capital market conditions, managing investment risk - all to serve you and help you meet your individual financial objectives.

Did You Know?
Fidelity Investments will provide custody and brokerage services for your account.