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Who We Are

Our group of independent financial professionals is passionate about supporting advisors who do the right thing, for the right reasons.

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How You Benefit

Built on a foundation of experience and strong strategic partnerships, our robust support system gives you the freedom to grow in all directions that benefit you most.

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Why We Do It

We believe that satisfied advisors build better futures, and independent advisors provide the highest caliber of service.  But independence doesn't mean you have to go it alone; let us help.

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Take Charge of Your Future.

Don’t let momentum dictate the future of your business.

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Lunch with Scott DeRosa from Prudential

May 9, 2018 12:00 pm


City Tavern

7635 St Route 96, Victor, NY 14564


Behavioral Financial Advisor Designation Training

May 15 -16, 2018 & June 19, 2018



Additional Details Coming Soon

Securities America Connect National Conference

June 3 - 6, 2018


Hyatt Regency New Orleans
601 Loyola Ave.
New Orleans, Louisiana 70113

Upcoming Events