Our Affiliates

This page is a simple explanation of ourselves and our affiliates. Each company plays a specific role with servicing our clients. If there are any further questions, please don't hesitate to contact us.

Investment/Retirement & Tax Advice
Insurance Products

Broker/Dealer
Member FINRA/SIPC
Holds brokerage accounts
Our back office
Issues trade confirmations

Clearing Firm
Sends communications from investment source
Cuts checks/dividends/interest
Trading Platform

Registered Investment Advisor