What Makes Us Different
Our professionals consists of Registered Representatives with Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives with Kestra Advisory Services, LLC (Kestra AS). As a part of Kestra IS, a top 10 independent broker/dealer,* we are able to provide a broad range of advisory and brokerage services to companies and individuals helping them preserve their assets and prosper over the long-term. They provide us with quality service and cutting edge technology that allows us to offer our clients quality financial products and services.
We are able to choose from a broad array of financial resources. In doing so we take a comprehensive approach to client's planning needs, bringing together new ideas, professional experience, and knowledge to work for the benefit of the client. We believe that our advice and experience can mean a world of difference when planning for your future.
We have assembled a team of independent financial professionals to address a wide variety of planning needs. Our alliance includes Attorneys, CPAs, Real Estate Professionals, and Mortgage Brokers to completely address all aspects in the planning process.
*Based on total revenue as ranked by Investment Advisor Magazine -June 2013.