Exclusively Serving
Financial Advisors and
Wealth Management Companies
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(330) 568-5778
REFINED
EXECUTIVE
VIRTUAL
ASSOCIATES
The Industry Leader for Financial Advisors
"REVA is Professionals Serving Professionals"
The entire REVA Source staff genuinely cares about your business and considers it a privilege to contribute to your success. As a matter of fact, your success is paramount to everything we do.
Our team endeavors to consistently provide the finest professional services for our clients and their customers at every opportunity.
The REVA Experience is unmatched in serving you, your company, and your customers with the highest attention to detail while diligently working to assist in growing your business.
INSPIRE
EMPOWER
ENGAGE
REVA Virtual Associates are Inspired as Professionals serving Professionals who consistently endeavor to exceed client expectations and help you generate more revenue.
Our Team of Associates has years of experience as executive associates and are Empowered with the skills, tools, and professionalism to expertly serve our clients.
The REVA Team is Engaged with our clients every step of the way - with a commitment to excellence, allowing you to focus on building your business.
Our professional administrative associates help top Financial Advisors, Executives, and Business Leaders who want to grow their organizations by offering a refined, thoughtful, customer experience and world-class business-building support, unlike any other virtual assistant.
Who We Serve
Financial Advisors
The REVA commitment to working exclusively with Financial Advisors and Wealth Management companies is our #1 focus. Our professional Associates are experienced and skilled in financial services administration, operations, and customer experience.
If you are new to the Virtual Associate concept of utilizing administrative professionals, REVA makes the process easy to understand with seamless implementation.
Our company operates according to industry standards and 'Best Practices" that include compliance, security, and insurance.
"REVA works to help build your business"
We believe our services should never be a liability for our clients, but rather an asset in helping you build your business. Our Team consistently looks for opportunities to better serve you while maintaining a superior client experience.
Our Team of professional virtual associates are experienced at working with Financial Advisors to develop relationships that create a more effective and quality service.
Let’s have a cup of coffee over a call or Zoom and discuss how REVA will be the catalyst to your Success!