Christine Messmer, P.C. Financial Planning Services

CONNECT

Address:

101 Oak Street
Collegeville, PA 19426

Phone:

610.489.7925

Fax/Other:

484.973.6502

Code of Ethics

     Ms. Messmer is guided by values that are the fundamental beliefs. The principles summarize the personal values and behavior expected of the Certified Financial Planner® and all employees of Christine Messmer, PC. This code is used in evaluating decision-making, problem solving, and behavior in business.

Principle One: Integrity

     Integrity is trust, reliability and confidentiality in all matters.

Principle Two: Objectivity

     Objectivity is impartiality, honesty and fairness in providing services.

Principle Three: Confidentiality

     This is protection of inside information - client data and company data. This information is restricted to persons on a need-to-know basis; such as, the attorney, CPA and other advisors with permission.

Principle Four: Excellence

     Excellence is quality and diligence which is a positive distinction in business.

Principle Five: Continuous Improvement

     This is continuous assessment and evaluation of processes and procedures, and it includes continuous education and training to improve value to clients, competence and accountability.

           

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck