Quality Services
Life is full of surprises, Some are exciting. Some are difficult and Icon is here to help clients navigate through life's important moments.
We simplify the process by leveraging leading- edge technology to provide outstanding service via our unique mobile application.
We prioritize providing our clients with an outstanding customer service experience
We are easily accessible to clients through multiple channels
We take ownership of every client's request to ensure the best possible outcome in a timely manner
Our team has extensive experience in studying and analyzing client applications. We provide in-house underwriting services and conduct two levels of the process (maker and checker) for all requests before submitting them to the bank, which helps avoid discrepancies and reduces TAT (turnaround time)
Our advisors maintain the highest standards of personal conduct and respect the trust implicit in the client-advisor relationship
We have a dedicated team that supports clients throughout their journey
We offer clients a comprehensive analysis of their finances, including assets, expenses, and income, to help them create a financial plan that aligns with their goals
We value and own the trust that our clients place in us and strive to provide the best possible financial planning and guidance
