Charles Thomas has provided customized financial advice for over 10 years and has been with Merchant Advisors since 2003. As a financial advisor - i'm responsible for analyzing client's business objectives, determining credit strategies and reviewing financial results. My comprehensive, client-focused approach to financial planning ensures that the recommended accounts receivable financing programs encompass each client’s financial goals, time frames and risk tolerance. I works closely with small business owners to develop customized financial strategies and conducts regular meetings with them to review performance, reconfirm financial goals and make adjustments as necessary.
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