Concierge Service
Fiduciary Financial Advising From Experienced Professionals
Brokerage Specialists provides customized investment strategies to help you realize your financial goals. Our team always puts you first, so getting to know your current situation and your needs is a top priority for us as fiduciaries. Investing can be difficult, so we want to take the stress out of your decisions so you can focus on living your life the way you want, knowing your investments are secure.
Fiduciary Services
Achieving your goals is our top priority, and every decision we make is guided by your best interests. Our experts provide high-quality fiduciary services that are unbiased, as we don’t gain anything for choosing one option over another when it comes to your finances. We’ve built great relationships with our clients and have a reputation for providing tailored solutions with diligent care.
Financial Advisors vs. Fiduciaries
There is a misconception that financial advisors and fiduciaries are the same, but there are some very important differences. The main difference is the licensing and the fact that fiduciaries are legally obligated to remain unbiased with their recommendations, whereas financial advisors may earn commission from your investment choices. Put simply — fiduciaries must act with a higher standard of care in all of their dealings with clients.
Our Process
At Brokerage Specialists, we begin by holding a meeting with you at our office so that we can gain a comprehensive understanding of your financial situation, your goals, and what our team can do to help. After this initial meeting, we will take you out for an all expenses paid dinner at the Saddle Club, where we can get to know you a little better and discuss our partnership further.
First Meeting - Fact finding meeting held at our office
Second Meeting - Dinner at the Saddle Club provided by our firm
Contact Us Now
Ready to discuss your financial needs with us? It’s time to schedule a free consultation. Whether you’re looking for help preparing for retirement, want to start investing, or need portfolio analysis, our experts will thoroughly review your situation to figure out how to make your money work more efficiently for you and your family or business.
We look forward to taking you to the exclusive Saddle Club so we can get to know you and determine how we can help you reach your financial goals. Brokerage Specialists provides fully licensed investment services in Grand Island. Contact us today to schedule a consultation.
