We're here to answer your questions and help you achieve your financial goals
We strive to respond to all inquiries within 24 business hours. For urgent matters, please call us directly during business hours, and we'll be happy to assist you immediately.
While walk-ins are welcome, we recommend scheduling an appointment to ensure one of our financial advisors is available to give you their full attention. You can schedule an appointment by calling us or filling out the contact form above.
For your initial consultation, please bring any relevant financial documents such as investment statements, retirement account information, insurance policies, and a list of your financial goals. Don't worry if you don't have everything - we'll guide you through the process.
Yes, we offer a complimentary initial consultation to discuss your financial goals and how we can help you achieve them. This is an opportunity for us to get to know each other and determine if we're the right fit for your needs.
Absolutely! Email is a convenient way to communicate with us for general inquiries and follow-up questions. However, for confidential financial information, we recommend using our secure client portal or discussing matters over the phone or in person.
Yes, we understand that visiting our office isn't always convenient. We offer virtual consultations via video conferencing for clients who prefer to meet remotely. Please mention your preference when scheduling your appointment.
While our office is located in Prague, we serve clients throughout the Czech Republic and internationally. Distance is no barrier to quality financial advice, thanks to modern communication technology.
Becoming a client is easy! Simply contact us to schedule your free initial consultation. During this meeting, we'll discuss your financial situation, goals, and how our services can benefit you. If we're a good fit, we'll guide you through the onboarding process.