At Sherri Banta Group, we are dedicated to providing exceptional financial services tailored to meet your unique needs and aspirations.

In order to maintain the high level of service that we are committed to delivering, we have established the following service policies:

Appointment Cancellation and Missed Appointments:

We understand that life can be unpredictable, and circumstances may arise that require you to reschedule or cancel your appointment. However, to ensure that we can accommodate all our clients effectively, we kindly request that you provide us with at least 24 hours’ notice for any appointment changes or cancellations.

Cancellation Process:

If you need to cancel or reschedule your appointment, please contact our office at 805-471-1841 at least 24 hours prior to your scheduled appointment time. Cancellations made with less than 24 hours’ notice may be subject to a cancellation fee of $175.

Missed Appointments:

In the event of a missed appointment without any prior notice, a fee of $175 will be charged. We understand that unforeseen circumstances may occur. If you believe your situation warrants an exception, please reach out to us as soon as possible to discuss your circumstances.

Inquiry Response Time:

We pride ourselves on being responsive to your inquiries. We are committed to addressing your questions, concerns, and requests in a timely manner.

Response Time:

We strive to respond to all inquiries within 24 hours of receiving them, excluding weekends and holidays. Our team will make every effort to provide you with accurate and comprehensive information to assist you effectively.

Please understand that these policies are in place to ensure that our services remain efficient and accessible to all of our valued clients. Your cooperation with these policies enables us to allocate our resources effectively and offer the highest quality of service to you and others.

We genuinely appreciate your trust in Sherri Banta Group for your financial needs. Should you have any questions or require further clarification regarding our service policies, please do not hesitate to contact our office. Thank you for being a part of the Sherri Banta Group community.