Affiliates
Partners Financial Group (PFG)
Since 1960, PFG has evolved into a powerful national financial services company with over 150 registered associates, including attorneys, financial planners, insurance experts, and accountants. As an Independent Producer Group, PFG has built their success by putting service and long-term relationships as top priority. Their efforts assist financial advisors in designing and implementing detailed wealth and security strategies to help their clients accumulate, protect, and transfer wealth.
Vicus Capital, Inc.
Vicus Capital is a Federally Registered Investment Advisor and an affiliate of Partners Financial Group. This alliance provides support and oversight of our fee-based financial planning activities.
Cetera Advisor Networks, LLC.
Cetera Advisor Networks is an independent broker-dealer and registered investment adviser firm who utilizes a unique regional director model to support financial advisors through the entire life cycle of their business. Cetera Advisor Networks is able to build and support regional teams through local service, regional offices and a national home office, facilitating the success of its approximately 3,000 financial professionals. Cetera Advisor Networks, a part of Cetera Financial Group, Inc., is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority (FINRA).
Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
Other Professionals
We also work with a variety of trusted accountants and attorneys to provide an integrated team approach to meet our clients' needs.