Making better choices
is not always this easy

 

Values

  • we believe our clients are our greatest asset.
  • we will meet the needs of our employees by providing security and opportunity to those employees willing and able to meet the increasing demands of the evolving marketplace.
  • we believe that our customers should always be treated in the same manner that we would want to be treated.
  • we will meet the needs of our customers by providing them the security, products and services they expect.
  • we believe the service we provide is critical to our customers and the well being of our clientele.
  • we believe that earning a profit is good and contributes to the financial security we provide to our customers.
  • we believe in having fun.

 

The Difference Between an Independent Financial Advisor and a Broker

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In our previous article, we discussed 5 signs that it’s time to speak to a financial advisor but now you may be wondering what the difference between a financial advisor and a broker is. In this article, we will look at the main differences between these two so that you can understand who you are choosing to look after your portfolio.

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Posted by Gary Walker on Tuesday, September 28, 2021 Views: 118


Is it Time to Speak to a Financial Advisor? Here’s How You Know

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Unless you have a strong financial background which allows you to understand the various markets, investment opportunities, and different savings vehicles, then seeking professional advice from a financial advisor is the best thing you can do for yourself.

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Posted by Gary Walker on Wednesday, September 15, 2021 Views: 135


Questions About Your Retirement that You Should be Asking

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Retirement may seem like it’s a lifetime away, but time has a funny way of moving really fast and before we know it, we are getting used to being at home with no obligation to be anywhere or do anything - blissful retirement after decades of hard work. However, your retirement will be much less blissful if you haven’t planned for it properly.

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Posted by Gary Walker on Monday, August 30, 2021 Views: 216


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