Our valued clients have undoubtedly recognized our level of expertise, our desire to deliver a great client experience, and passion for giving back to our local community. From day one, we have been committed to remaining an independent firm. We believe strongly in the independent model so we can focus on you instead of sales quotas, proprietary product and being treated like a number. With that, we are pleased to inform you that we have partnered with J.W. Cole Financial as our new Broker-Dealer.
J.W. Cole Financial shares our vision and many of our values, and they believe strongly in a philosophy of independence for their partners. This relationship will allow us to continue to focus on providing you with the service you need in order to reach your financial goals.
What You May Have MissedWe started providing eMoney last year as a complimentary service. This is now our official client portal. We will be sending out additional information on the benefits of this, and how to take advantage of this powerful resource. If you need a login please let us know.
What’s Coming?We are also very excited about the additional flexibility that this new relationship is going to allow us. Be on the lookout for regular news, value-based articles and resources to keep you up to date with the market.
If you have questions about any of the above, please feel free to contact us. We look forward to seeing you at our office very soon!
Darby, Casey and Kellie