For Financial Advisors
Are you interested in an orderly exit from your practice or joining a firm with the resources to enhance your client services?
First Financial Associates welcomes accomplished financial advisors who share our client-centered approach to investment management and financial planning. Our approach starts with the belief that our most valued asset is our relationship with our clients, who have entrusted us to be stewards of their financial future. It also includes developing personalized solutions that meet the totality of a client’s financial needs. This client-first attitude seeks to help clients plan and execute on a strategy to succeed in their business and personal lives.
After fully understanding each other’s concerns and priorities, we will work with you to develop a comprehensive transition plan. This transition plan will ensure uninterrupted care to your clients while maintaining the strictest confidentiality regarding their information and yours.
We would like the opportunity to confidentially discuss your situation and goals. Together we can determine the most appropriate course of action for you and your clients.
Contact Rachael Alsdorf at 860-657-3000 x207 or firstname.lastname@example.org today to schedule a meeting to discuss your future.