My firm, Queen City Financial Advisors, is a large, successful and well-established OSJ branch with Securities America/Advisor Group.
If your current B/D relationship isn’t providing the best service and support for you and your clients, it may be time for a change. Consider a transition to a new partner firm that better understands your needs, and offers effective solutions!
I’d love to schedule a confidential, 30-minute conversation to learn more about your needs and demonstrate how we might help you achieve your goals.
During our initial call, we will discuss if your current firm:
- Offers a truly independent experience
- Supports your efforts to grow
- Offers competitive payouts and pricing
- Provides the service and support you desire
- Is, ultimately, the right partner for your practice
As part of our experienced, professional team at Queen City Financial Advisors, you’d have easy access to our senior leadership team, award-winning technology, knowledgeable product specialists, and a full service business development team, all wrapped with the personal touch you deserve. Our combined cultures, people, and programs help advisors take their businesses to new levels of success.
Call me direct at (513) 314-2258 for a 30-minute confidential conversation. Thank you in advance for your consideration and I look forward to making a connection.