Our Relationship with Voya Financial Advisors.
Within the financial world, advisors must affiliate with an entity called a broker-dealer. In our office, we selected Voya Financial Advisors, Inc. (Voya) for several distinct reasons. First and foremost, Voya empowers us as advisors to use a broad range of solutions to custom design portfolios for every client.
Secondly, Voya’s technology platforms are industry leading and allow us modern technological conveniences that comply with industry regulations and requirements.
Lastly, Voya’s scale allows us to have the resources of a large corporation while still allowing an individual experience that feels like a boutique agency. Although we are affiliated with Voya, our clients enjoy a direct relationship with their advisors and our firm.
Our core tenant has always been to put the needs and interests of our clients at the forefront of all recommendations we make. You can rest assured that it will remain our primary focus as we constantly scour the investment universe for the best in class offerings.