FINANCIAL SERVICES OF BRADENTON

We have a very simple philosophy in doing business that has worked for thousands of years: "Do unto others as you would have them do unto you." If we treat others as we feel we deserve to be treated, our clients will respect us when the market goes up and when the market goes down... We help our clients invest, based on their goals and objectives, not ours. We know that everyone is different, and we must get to know our clients so that we can understand their level of comfort and what they are trying to accomplish. We will present ideas and choices, but we will always be sensitive to their particular wishes... Professional investing as well as clarity in communication is essential to good client relations. We are committed to keeping our clients well informed as we deal with various investment markets and products available to us. We broker our business through Commonwealth Financial Network®, one of the largest and highest-rated independent broker/dealers in the country.* We are..

Primary location: Bradenton United States