Private client services (pcs), member finra, sipc

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评论 13
3.9
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评论 13
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K
8 几个月前

Private client services (pcs), member finra, sipc ...

Private client services (pcs), member finra, sipc has proven to be a reliable partner when it comes to financial services. Their team is knowledgeable and helpful. I would recommend them to others.

B
9 几个月前

Private client services (pcs), member finra, sipc ...

Private client services (pcs), member finra, sipc is an excellent company! I have been a customer for many years and I have always been impressed with their professionalism and dedication to customer service. Their team is knowledgeable and always available to answer any questions or concerns. I highly recommend Private client services (pcs), member finra, sipc to anyone in need of financial services.

S
1年以前

Private client services (pcs), member finra, sipc ...

Private client services (pcs), member finra, sipc is simply amazing! 😄 Their expertise and commitment to their customers are commendable. I have been extremely pleased with their service. 👍

D
1年以前

I have been a loyal customer of this company for m...

I have been a loyal customer of this company for many years and I have always been impressed with their services. Private client services (pcs), member finra, sipc goes above and beyond to ensure customer satisfaction. The team is knowledgeable, professional, and responsive. I highly recommend their services!

K
1年以前

I have been a customer of Private client services ...

I have been a customer of Private client services (pcs), member finra, sipc for a while now and their services have always met my expectations. The team is reliable and the customer support is top-notch. I would definitely recommend them!

R
1年以前

I'm really impressed with the services offered by ...

I'm really impressed with the services offered by Private client services (pcs), member finra, sipc. Their team is friendly and knowledgeable, and they always address my concerns promptly. They have exceeded my expectations! 🙂

J
1年以前

I have been with Private client services (pcs), me...

I have been with Private client services (pcs), member finra, sipc for a while now and I have found their financial services to be reliable. The team is knowledgeable and always ready to assist. I highly recommend them!

D
1年以前

I recently started using the services of this comp...

I recently started using the services of this company and I am very satisfied. They have a great team that is very helpful and responsive. I would recommend them to anyone looking for financial services.

关于Private client services (pcs), member finra, sipc

私人客户服务 (PCS)、FINRA 成员、SIPC:您值得信赖的财务咨询合作伙伴

Private Client Services (PCS) 是领先的独立经纪交易商,为个人和企业提供全面的金融咨询服务。凭借对诚信、透明度和客户满意度的坚定承诺,PCS 已成为全美独立财务顾问 (IFA) 值得信赖的合作伙伴。

在 PCS,我们了解每个客户都有独特的财务目标和需求。这就是我们根据您的具体情况提供个性化解决方案的原因。无论您是在寻找退休规划、投资管理、遗产规划还是任何其他金融服务,我们经验丰富的专业团队都可以帮助您实现目标。

我们的历史

PCS 由 Richard J. "Dick" Averitt Jr. 于 1981 年创立,已从一家小型区域性经纪公司发展成为业内最受尊敬的公司之一。今天,我们有 200 多名员工为全国 500 多家 IFA 服务。

我们的成功建立在我们坚定不移地把客户放在第一位的承诺之上。我们相信,通过为我们的 IFA 提供卓越的服务和支持,他们可以更好地满足客户的需求。

我们的服务

在 PCS,我们提供范围广泛的金融服务,旨在帮助您实现目标:

- 投资管理:我们经验丰富的顾问团队将与您一起制定适合您的风险承受能力和长期目标的投资策略。
- 退休规划:我们将帮助您制定全面的退休计划,考虑到您当前的资产和未来的收入需求。
- 遗产规划:我们的专家将指导您完成遗产规划的复杂过程,以便您的资产按照您的意愿进行分配。
- 保险解决方案:我们提供多种保险产品,旨在保护您和您的家人免受意外事件(例如残疾或死亡)的影响。
- 商业解决方案:如果您拥有或经营一家企业,我们可以为从员工福利包到继任计划的一切提供定制解决方案。

为什么选择 PCS?

IFA 选择 PCS 作为其财务咨询合作伙伴的原因有很多:

- 独立性:作为没有专有产品或配额的独立经纪交易商,我们可以根据客户的需求自由推荐最佳解决方案。
- 支持性文化:在 PCS,我们营造了一个 IFA 可以在专业和个人方面蓬勃发展的环境。从持续的培训机会到社区外展计划,
我们承诺
帮助我们的顾问取得成功。
- 尖端技术:
我们在技术上投入巨资,以便我们的 IFA 能够访问
最先进的工具
和他们需要的资源
保持领先地位。
- 强合规性:
我们认真对待 PCS 的合规性,
努力工作
确保在不影响提供优质服务的情况下满足所有监管要求。

结论

如果您正在寻找经验丰富、将客户放在首位的合作伙伴,
看看私人客户服务 (PCS) 就知道了。凭借在全美为独立财务顾问服务超过 30 年的经验,
我们有能力
帮助确保相关的所有方面
财务得到照顾
这样他们就可以专注于提供一流的建议
并支持他们客户的成功故事!

已翻译
Private client services (pcs), member finra, sipc

Private client services (pcs), member finra, sipc

3.9