Customer Support
Bennett, Mastin & Kosmak offers a local service group dedicated to providing efficient, timely customer service, supported by the Resource Center team at Cetera Wealth Services. The ability to immediately answer questions and provide back office support is vital to your business.
Benefits to your Program
- Designated Supervisor/OSJ’s to review your business submissions and provide feedback to questions on running your business efficiently.
- Sales development. Questions are handled by individuals who know your business.
- Field support with regular visits by Bennett, Mastin & Kosmak to review and assist your business. Building a solid relationship with the Advisor and the Management Team of your Financial Institution are a high priority.
- Technological support and education provided by Bennett, Mastin & Kosmak.
- National Resource Desk with Cetera Wealth Services.
- Brokerage Operations Help Desk to handle brokerage questions.
