The Value of Independence
After many years with an investment bank, we made the well considered decision to establish our own, independent practice. Through our relationship with Fidelity Clearing & Custody Solutions® and Kestra Financial, we have been able to elevate our practice to one that is free of conflicts of interest and and our investment advisor adhere to the stricter Fiduciary Standard. As such, we consider ourselves to be on the same side of the table as our clients, looking for the best in investment and planning solutions for the optimal cost. Our clients have the confidence in knowing that we are not in a transactional business geared on selling a commission based “product,” but rather one that helps seek growth and stability for clients in well constructed, diverse investment choices.
Fidelity Investments is an independent company, unaffiliated with Kestra Financial, Inc. and its subsidiaries. Fidelity Investments is a service provider to Kestra Financial, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between Kestra Financial, Inc. and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Kestra Financial, Inc. and does not guarantee, or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.