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Tailored To You Be a Part of a Team An Approach Designed for You

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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EFA Lunch and Learn with WBI Investments

WHEN

Wednesday, February 27

Noon to 2:00 pm

WHERE

TRATA

145 Culver Rd.

Rochester, NY 14620


 

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EFA Spring Branch Meeting

WHEN

Wednesday, March 6th, 2019 

8:30am-4:00 pm

WHERE

Bristol Harbour Lodge & Golf Club, Canandaigua, NY


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Next Level West Coast

WHEN

Tuesday, April 23, 2019 & Wednesday, April 24, 2019

WHERE

Omaha, NE





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