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There are many fish out there, but all fish are different. Knowing this, we can only help you after getting an understanding of where you are trying to go.  Below are some of the reasons why consumers have chosen our services over the years:

Experience

Our office has been in the financial services industry since 1968. This level of experience can offer a depth of knowledge which many clients find useful.

Customer Service

At our office we still believe in: answering the phone, meeting face to face with clients and attempting to resolve your issues quickly and efficiently. For those who choose to correspond more remotely, this can be arranged as well.

Resources

Not only is our local office one of the most experienced, our firm is one of the largest independent Broker-Dealers in the country. We also have access to exclusive research and services through our affiliate Cetera Research Investment Management LLC.

Collaboration

We firmly believe that your financial success is a coordinated effort. With this in mind, we make it a priority to collaborate with the professionals whose services you use (Attorneys, tax accountants, real estate professionals, etc.). If you need a recommendation for a specific professional, we can provide that also.

Flexibility

Many financial firms today have limited offerings or are limited in their approach in working with clients. One of the unique aspects of being independent is the flexibility to utilize various products and services to meet your needs.

Oversight

In a day and age when preserving and protecting your assets is a top priority, you want to partner with a firm who is recognized with a strong history of compliance and oversight. Our office also has a full-time supervisor to ensure correct policies and procedures are followed for your protection.

Please contact our office if you would like to find out more about our services:

Office: (310) 373-7351 x304

Email: [email protected]

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