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About Us

We have over 20 years of experience providing expert financial advice for both businesses and individuals. Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_column_text css=”.vc_custom_1444831100545{margin-bottom: 20px !important;}”]

Frequently Asked Questions

[/vc_column_text][vc_toggle title=”What kind of financial advice do you give?” style=”round_outline” color=”grey” el_id=”1444825588835-f3c49cbe-b447″]We help educate Clients on how to best manage their current assets and income so that they work as efficiently as possible toward achieving their financial goals. This includes identifying strategies that are designed with the goal to legitimately reduce their taxes, maximizing the returns on their investments, creating a budget, and much more.[/vc_toggle][vc_toggle title=”Do you offer individually tailored investment plans?” style=”round_outline” color=”grey” el_id=”1444825640742-c7480fea-a24b”]We certainly do. We know that each family’s situation is different and we tailor each investment plan to ensure that all of our Clients receive the most appropriate, enjoyable and relevant investment experience available.[/vc_toggle][vc_toggle title=”How would I go about planning for my retirement?” style=”round_outline” color=”grey” el_id=”1444825639564-c954570e-f88c”]This is one of the key moments in people’s financial future and must be considered very carefully. We suggest that as soon as you start thinking about retirement planning, you should call us and set up a free consultation.  We will help you to evaluate your current financial situation and encourage you to visualize the retirement you are dreaming about.  We will then help you to identify a few steps that you can take to begin pursuing your retirement dreams.[/vc_toggle][/vc_column][/vc_row][vc_row type=”container” padding_top=”” padding_bottom=””][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″][vc_separator color=”e2e2e2″ type=”small” position=”center” thickness=”1″ up=”” down=”” css=”.vc_custom_1444832529176{margin-top: 20px !important;}”][vc_column_text css_animation=”bottom-to-top” css=”.vc_custom_1444909442374{padding-top: 20px !important;}”]

Helping Small Businesses just like yours

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Employees

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Locations

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% Satisfaction

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Why Choose Us?

[/vc_column_text][/vc_column][vc_column width=”1/6″][/vc_column][/vc_row][vc_row type=”container” padding_top=”” padding_bottom=”” css=”.vc_custom_1444955115668{margin-bottom: 45px !important;padding-right: 10% !important;padding-left: 10% !important;}”][vc_column width=”1/3″ css=”.vc_custom_1444954950021{margin-bottom: 35px !important;}”][vc_raw_html]JTNDZGl2JTIwY2xhc3MlM0QlMjJhbmltYXRlJTIyJTIwZGF0YS1hbmltYXRlJTNEJTIyZmFkZUluVXAlMjIlMjBzdHlsZSUzRCUyMnRleHQtYWxpZ24lM0ElMjBjZW50ZXIlM0IlMjBmb250LXNpemUlM0ElMjA2MnB4JTNCJTIwY29sb3IlM0ElMjAlMjMyNEEzRDglM0IlMjIlM0UlM0NpJTIwY2xhc3MlM0QlMjJpb24taW9zLWNoZWNrbWFyay1vdXRsaW5lJTIyJTNFJTNDJTJGaSUzRSUzQyUyRmRpdiUzRQ==[/vc_raw_html][vc_separator color=”e2e2e2″ type=”small” position=”center” thickness=”1″ up=”” down=””][vc_custom_heading text=”Experienced” font_container=”tag:p|font_size:28|text_align:center|color:%23000000|line_height:38px” use_theme_fonts=”yes” css=”.vc_custom_1444839101576{padding-top: 25px !important;}”][vc_column_text css=”.vc_custom_1444905560632{padding-top: 10px !important;}”]

We have over 20 years experience providing expert financial advice.

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A young, enthusiastic team of advisers are always here to help.

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Our financial specialists ensure you get the optimum results.

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Testimonials

Here’s what just some of our clients have said

[/vc_column_text][vc_row_inner css=”.vc_custom_1444836754783{padding-top: 15px !important;}”][vc_column_inner width=”1/4″ css=”.vc_custom_1444955077811{margin-bottom: 35px !important;}”][vc_single_image image=”70603″ img_size=”medium” style=”vc_box_rounded” css=”.vc_custom_1445437391993{margin-bottom: 20px !important;}”][vc_column_text]Their advice and support has been first class, I can’t thank them enough for how they helped.

John Walsh — Columbus, Ohio

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″ css=”.vc_custom_1444955084492{margin-bottom: 35px !important;}”][vc_single_image image=”70603″ img_size=”medium” style=”vc_box_rounded” css=”.vc_custom_1445437453868{margin-bottom: 20px !important;}”][vc_column_text]My firm has been greatly helped by the excellent work from Broker, you won’t be disappointed.

Nadia Lopez — Heuston, Texas

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″ css=”.vc_custom_1444955091390{margin-bottom: 35px !important;}”][vc_single_image image=”70603″ img_size=”medium” style=”vc_box_rounded” css=”.vc_custom_1445437467336{margin-bottom: 20px !important;}”][vc_column_text]For financial assistance I can’t recommend Broker enough, I’ve been delighted by the outcome.

Jack Maguire — Manhattan, New York

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″ css=”.vc_custom_1444955100120{margin-bottom: 35px !important;}”][vc_single_image image=”70603″ img_size=”medium” style=”vc_box_rounded” css=”.vc_custom_1445437482184{margin-bottom: 20px !important;}”][vc_column_text]Broker has been marvelous for my business, their professionalism has been exemplary.

Louise Smith — LA, California

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Request a Call Back

[/vc_column_text][vc_separator color=”” type=”small” position=”center” thickness=”1″ up=”” down=”” css=”.vc_custom_1444924071016{margin-top: 15px !important;}”][vc_column_text css=”.vc_custom_1444934337217{padding-top: 35px !important;}”]Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

For Businesses: Do you have questions about how Broker can help your company? Send us an email and we’ll get in touch shortly, or phone 1800 234 567 between 07:30 and 19:00 Monday to Friday — we would be delighted to speak.

Note: Your details are kept strictly confidential as per our Privacy Policy.

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