Dedicated support

Experience the service difference

Other clearing firms may not allocate staff and resources exclusively to their clients. At those firms, you may have to compete with the firm’s own brokers for time and attention. Our client support personnel are devoted exclusively to helping you meet your needs. Our entire team works solely for you, your financial advisors and your support staff.

Transition services

We are committed to making your transfer as seamless as possible by developing a detailed transition plan customized for your firm and guiding you through the process. You will also receive comprehensive training for your new systems and tools.

Client service managers

Our goal is to gain a deep understanding of your business so we may become a steadfast advocate for you - an extension of your team. Your dedicated client service manager will work to not only address concerns but to help develop customized service solutions to help grow your business. This creates a superior service experience for you, after all, you are the reason we are in business.

Nick DeGidio

Nick DeGidio

 
Brett Larsen

Brett Larsen

 
Ryan Smith

Ryan Smith

 

Business consulting specialists

Our personnel know what they are doing because they have been doing it for a long time. When you call us with a question, we will know the solution – or we will know where to get it for you.

Aaron Funk

Aaron Funk

 
Melissa Steele

Melissa Steele