Who We Are
Our group of independent financial professionals is passionate about supporting advisors who do the right thing, for the right reasons.
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.
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.
EFA Lunch and Learn with WBI Investments
WHEN
Wednesday, February 27
Noon to 2:00 pm
WHERE
TRATA
145 Culver Rd.
Rochester, NY 14620
EFA Spring Branch Meeting
WHEN
Wednesday, March 6th, 2019
8:30am-4:00 pm
WHERE
Bristol Harbour Lodge & Golf Club, Canandaigua, NY
Next Level West Coast
WHEN
Tuesday, April 23, 2019 & Wednesday, April 24, 2019
WHERE
Omaha, NE