Our industry is seeing the most consolidation in its history.  The last thing you want to do is join a new broker-dealer, then shortly thereafter learn the firm you joined has been sold. 

With almost 70 years’ experience in the financial services industry, we have come to understand the competitive landscape that exists within the broker-dealer network.  At Trusted Visions, we understand the amount of work and effort it takes a successful financial advisor to conduct the appropriate due diligence on your next broker-dealer.

We take a hands-on approach to working with you, your staff and your clients.  We want to thoroughly understand your practice and your needs to ensure that we are introducing you to the firm that best suits what you are seeking.  Our services come at no cost to you!  We are fully transparent on how we are paid, which takes nothing away from what the broker-dealers are able to offer you.

The staff at Trusted Visions are available 24/7. We understand and respect that you are putting your financial livelihood in our firm’s hands and we take that seriously!