Are you an independent investment advisor representative or broker who feels out of sync with your current broker/dealer or RIA? Do you wish you could offer your clients a full variety of investments, but still offer the basics like stocks, mutual funds, ETFs, insurance and annuities? Do you feel like your clients could benefit from holding individual municipal, corporate, hybrid, or foreign bonds? Do you want access to some of the best independent investment research available?
If you're an independent investment advisor representative or broker looking for a place you and your clients can feel more at home, consider PFS Group. We offer the personal service and feel of a small, boutique office, with the back office functionality of a large wirehouse. We'll help you transition your book of business, and offer you the tools to manage it effectively and keep it growing.
Please send us the information below; we'll shortly contact you to discuss how we can help you help your clients seek to preserve and grow their wealth.
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