The Big Question
It's the big question.
Q:
How can our small office offer financial advisory services that compete with the big guys?
A:
We're backed up by Commonwealth Financial Network®. Our "back office" contains:
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985 supporting staff members on two coasts
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An all-star research team developing portfolios and advising on products
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A dedicated retirement team of experts fact-checking and advising on complex questions and concerns
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A technology team keeping us up-to-date and ensuring your information is secure
You get the best of both worlds: a local, independent office with access to a much larger set of resources through Commonwealth Financial Network.
Our broker/dealer of choice is a leader in the industry and a resource we use daily to best serve our clients.