At Coda Financial Group, we take great pride in providing our clients with world-class service. Meeting the individual needs of our clients is our chief concern, and we require our employees and our affiliates to abide by the same standard.
To ensure that every client is treated in a fair and ethical manner, we have made the following promises. Rooted in this philosophy is the fact that every Coda Financial Group client has both important rights and responsibilities.
As client of Coda Financial Group, you have the right to: