FREQUENTLY ASKED QUESTIONS:
What is our background?
Our practice began in 1953 when Conrad Jongewaard retired from his career in the YMCA and entered the Financial Services. Upon Conrad's death in 1963, his son Bernard (Bernie) left his career with the YMCA to carry on his fathers practice.
In 1984 Bernie was a founding member of the Broker / Dealer Associated Securities.
In 1994 Bernie's son Mark left a decade long career in Transportation Management to join the Family practice.
Today we continue our third generation of financial advice to families and business owners.
What does the Initial Meeting involve?
The first meeting / conference call is a complimentary hour of discussion. This allows us to understand your needs, explain our services, and decide the next course of action.
Who is a typical Client of Playa Financial, Inc?
While we do not have a Typical Client, the common trend of our clients is that they want to plan for their Financial Future.
Who will I work with?
You will work with our entire team. Bernard and Mark work in collaboration with all clients. This allows two different views and opinions when working on your financial planning needs. In support of these efforts, you will work with Tami.
I don't live near Playa del Rey, is that a problem?
Not at all. With the continued improvements in technology, communications, and document delivery, we find we are able to work with clients throughout the country.