We look forward to a long-term relationship and are honored that you chose us to help you meet your financial goals. Your satisfaction is important to us, so take a minute to read the Profile Service Guarantee.

Now that you’re a client, you can expect:

  • Help in setting up online viewing of your account.
  • Ongoing financial education – we want you to feel comfortable with your investments.
  • Review of statements – it’s critical that you understand what you have and its role in your portfolio.
  • Guidance organizing paperwork – especially in the beginning, you’ll get a lot of mail from us and Portfolio Resources Group, Inc., our U.S. broker-dealer. We’ll help you understand which documents you need to keep.
  • Regular account reviews – we’re a team! Together, we’ll talk about your overall financial picture to make sure that all of the different parts of your financial world fit together intelligently.

Watch these videos to learn more about how we work:

Thanks for putting your trust in us.
We look forward to working with you for many years to come.

We are here for you!

Discuss your
Account or Trade

Call Doug at 02-624-2788 to give a trade order (trades not accepted via email).

Doug Goldstein
doug@profile-financial.com

Administrative
Issues

Call 02-624-2788 or email Sandy to discuss transferring money (wires, checks clearing) or other administrative problems.

Sandy Ohana
sandy@profile-financial.com

Have more questions?

We’re here to help you. Please call us at 02-624-2788 or toll-free from USA: 1-800-327-6179.

Schedule a phone meeting