Strategic Relationships

FidelityFidelity Investments

With more than 60 years of financial management experience and a reputation for integrity, Fidelity is the one of the world’s largest providers of financial services.  Fidelity offers a broad range of investments including one of the largest mutual fund supermarkets featuring highly rated funds, FDIC insured CDs and a wide range of money market products

National FinancialNational Financial

Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. As of September 30, 2011, National Financial Services LLC serviced 16.9 million accounts representing $1.9 trillion in assets.

Cambridge Investment Research, Inc.

True independence is a priority at CambridgeCambridge Investment Research, Inc.

Cambridge is dedicated to serving independent financial professionals and committed to remaining privately owned. As one of the largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. Our executive leadership has spent over 15 years consciously building a legal structure, business plan, and a superior management team with the goal of remaining privately owned.

Your need for objective advice drives our independence

Cambridge has continually put the objectivity of independent financial professionals first to ensure the long-term success of the financial services industry, financial professionals, and clients. We offer one of the largest footprints of quality financial products and services available in the industry, and we are dedicated to providing the broadest scope of flexibility and choice to your financial professional.

Lares Insurance Services, LLCLares Insurance Services, LLC

Lares Insurance Services, LLC is a leading insurance and financial services brokerage firm, committed to providing advisors a superior portfolio of insurance products and unique expertise. Working with only top rated insurance carriers, Lares has an impressive selection of products, so our clients can be assured that they are receiving the best the marketplace has to offer. As part of one of the largest insurance marketing organizations in the US, Lares offers a powerful partnership of highly experienced insurance and financial specialists who are dedicated to providing superior concierge of services to our advisors.

RFW Global, LLC

RFW Global LogoRFW Global is a business advisory firm based in Jacksonville, FL providing a vast network of experts who have each served a variety of executive positions over the course of their respective careers.  Through leveraging the latest technology and automation, RFW Global aims to partner with its clients as they lead their businesses through periods of growth, transformation, turnaround and restructuring.