Financial Consulting


Maestro handles your incoming calls efficiently.

Financial consulting can require day-to-day contact with prospects, clients whether they are small business owners, individuals, or families navigating the complex world of investing.

Traveling from one location to another through the day requires the consultant to be on top of his communications.  Maestro provides access to incoming calls with call screening, reminders, and calendar events to assist in a smooth flowing day.

Call blasting, up to four locations, is a great feature for those who are not good at telling the human or virtual assistant their itinerary.  Each location may have a different security level for accepting an incoming call.