Customer story: Wheelhouse Advisors

Finance virtual receptionist case study

“Retaining Ruby is much more affordable and practical than hiring a person to our team. More than that, what Ruby does is unique and for what we do as wealth advisors it’s a perfect fit.”

In business since 2007, the financial planning advisors at Wheelhouse Wealth Advisors have focused on serving business owners, families, individuals and retirees and ensure mutual respect and understanding in every exchange.

Discover how Ruby’s team of live virtual receptionists have helped them take their customer service—and their business—to the next level.