 |
Call today to revive your financial future! (800) 734-1124  |
Our Investment PartnerThe Commonwealth Choice: A partnership
that benefits you
Because there are so many financial advisors out there, you're free to choose the one you believe is best suited to help you meet your objectives and who provides the level of service and support you deserve.
Our firm benefits from the same freedom of choice in selecting a broker/dealer. We choose whom we partner with to process the transactions we make on your behalf and to help us help you pursue your goals. From among many firms out there, we've chosen Commonwealth Financial Network.
Commonwealth is the partner who can best support us in helping you pursue your financial objectives and whose culture mirrors our model of personal, first-class service.
Independence means greater freedom for all
The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires us to affiliate with a broker/dealer to purchase and sell investment products on your behalf.
The fact that we've chosen to work with Commonwealth, an independent broker/dealer, means that our firm remains independent, too. We are free to act solely in your best interest, helping you follow the best course of action to meet your financial goals-without bias and without any pressure to promote a particular product or strategy.
__________________________________________________________________________
Our Broker Dealer
What is a broker/dealer?
A broker/dealer is a company that a registered investment professional is required to affiliate with
in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires us to choose a broker/dealer to partner with on your behalf.Why Commonwealth Financial Network®?
The fact that we've chosen to work with Commonwealth Financial Network® (Commonwealth), an independent broker/dealer, means that our firm remains independent, too. We are free to act solely in your best interest, without bias and without pressure to promote a particular product or strategy. It's a model that differs from that of some other, larger financial firms known as wire-houses, whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.
Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they're needed and to act in the best interests of its financial advisors and their clients—not shareholders.
How Commonwealth helps me help you
Commonwealth has received an A+ rating by the Better Business Bureau. But it's what that achievement means for my clients–on a daily basis–that makes the difference.
Commonwealth goes far beyond what's required of a broker/dealer; the entire organization is built around doing whatever it takes to satisfy not only the advisors who work with the firm, but the clients of those advisors as well. It's that infrastructure–and the always expanding wealth of resources it provides–that makes it easier for my firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
- Investment choice. Your financial objectives, personal investment style, and risk tolerance are the only criteria that influence our recommendations to you. Commonwealth offers us access to a virtually limitless selection of third-party investment vehicles and truly objective, independent research from its in-house analysts, helping to ensure that we have the freedom to operate solely in your best interest.
- Service. The firm's advisor-to-staff ratio is one of the best in the industry. This means staff members answer my calls promptly, execute transactions quickly and accurately, and, in general, offer my firm the same first-class treatment we strive to give you.
- Technology. Commonwealth's technology platform is a critical component in our ability to provide you with first-class service and support. Its integrated Web-based systems allow us to more efficiently manage your portfolio and your overall financial picture.
- Security. Commonwealth is second to none in its commitment to safeguarding your privacy and ensuring that your investment data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.
If you'd like to know more
We'd be glad to talk with you further or answer any questions you may have about our affiliation with Commonwealth. Please feel free to give us a call.
Coming Up!
Join
us for our next wealth management session on "Estate Planning: Dos and Don'ts." February 23, 2012 from 12:00-1:30pm. Oakmont, CA. Lunch provided!
Meyers Financial supports Chemo Caps for Kids,
a Commonwealth Financial Network program that provides hand-knit hats to children undergoing cancer treatment.
"Great minds discuss ideas; Average minds discuss events; Small minds discuss people."
- Eleanor Roosevelt
Receive a free copy of our whitepaper — "Your Estate, Your Trust"
Enter your name & email address and you'll receive the whitepaper in your inbox instantly.