I have been with 5 other firms and these guys are truly what they say they are. I have access to all the best prodcuts. The service is great and the compensation is outstanding.
Michael Reis, EAP, Wealth Advisor
What can I say, I am very happy with this platform, the support received, and the ability to feel like I have a great selection on products to recommend. I truly feel I am recommending among the best solutions for my clients.
Kim Kelly, Flagship Harbor Advisor
I am very fortunate to have come across this firm. They have high integrity and are always focused on placing the needs of the client first. It's the best opportunity I have have had in this business. I love this place!
Eric Ruth, On-Point Advisor
This is the best! These folks are truly independent and are an advisors best place to source product, support, and case design. Awsome!
Greg Munroe, CFP, Monroe & Morrow LLC
The greatest thing is that I have never had to walk away from any business. We have all of the tools to meet the client's needs
Janine Halsey, On-Point Advisor
This organization is what I was looking for after using 5 others. These folks are true
partners to me and my practice. Their advanced markets team is second to none.
Mark Kelly, CFP, Weston Financial Advisors
I discovered these guys through a referral from a friend of mine who has used them for over 5 years. It's been 6 months for me and I am sold !
Dean Sarjeant, 4D Financial Services