Financial Services Network

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Description

THE NETWORK is a team of experienced professionals that is dedicated to supporting qualified advisors in the the pursuit of four key areas: Growth, Efficiency, Acquisitions, and Succession. Our "professional branch office" staff of 16 full-time employees has a combined industry experience of over 200 years specific to supporting independent financial advisors.

Providing Financial Planning services, even if done at the modular level, is one of the best ways to engage clients as well as retain their loyalty for a long term relationship. While we see many offices subscribe to comprehensive financial planning software, the majority of advisors provide modular planning services when requested. The most common services provided are insurance needs analysis, asset allocation review, cash flow and retirement income planning, and estate tax calculations.

THE NETWORK is headquartered in San Mateo, CA and comprises over 215 advisors with offices in 80 communities within 18 states.

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