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Bowen Enterprises
Bowen Enterprises LLC provides consulting services to Independent Financial Advisors and Firms, with a main focus on working with wirehouse/captive advisors who are considering Going Independent. |
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Calfee, Halter & Griswold LLP
The attorneys of Calfee, Halter & Griswold LLP are proactive, strategic and comprehensive in counseling entrepreneurs and start-ups, Fortune 500 companies, government agencies and municipalities, and individuals. We understand the industries in which our clients work, allowing us to provide innovative legal solutions that also make business sense. Ranked one of the top law firms in Ohio, our attorneys are often recognized individually and collectively for their expertise in their respective areas of law by various entities such as Chambers USA, Best Lawyers and Super Lawyers. To learn more about Calfee, please visit www.calfee.com. |
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Financial Planning
Since 1970, Financial Planning magazine has been the must-read publication for independent financial advisers -- the most credible source for news, opinion, expert advice, and practical business-building ideas. From practice management insights to effective sales and marketing ideas, from portfolio management to client relationships, Financial Planning’s editorial team provides the trusted information advisers need to build successful practices. |
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FirstSouthwest
FirstSouthwest provides clearing and custody services to both registered investment advisor firms and "hybrid" broker-dealer firms offering advisory services. We understand the unique operational and regulatory differences between each model and work closely and continuously with our clients' staff to seamlessly accommodate the needs of their advisor or "hybrid" firm and their clients. |
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National Brokerage Associates Inc.
National Brokerage Associates (NBA) is a Brokerage Agency specializing in life insurance and retirement income planning. The staff has more than 100 years of experience working with independent financial advisors, nationally. NBA offers more than 30 quality insurance carriers covering all product lines, including life, annuities, long term care and disability. They are also one of the few Brokerage General Agencies that maintains a securities licensed staff which offer the best client advice and expert broker dealer service. Further, advisors often leverage NBAs in-house CERTIFIED FINANCIAL PLANNERSTM when working with high net worth clients and large cases. NBA's focus is helping advisors grow their business and providing the best product options and service available. |
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"Luck is what happens when preparation meets opportunity"
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