4135 NW Urbandale Dr
We help you to maintain your independence and continue running your firm in your own way.
We provide you with more than products. We offer a partnership dedicated to help your firm grow.
Utilize our experience, knowledge, and guidance to help you and your client achieve your financial goals.
As a financial services firm, we provide you with the financial products and trading services needed to grow your clients’ net worth and reach their financial goals. But at Brokers Financial, we believe in providing so much more than just products and trades. We’re a partner that financial advisors can trust and rely on for investment research, expert guidance, and ongoing support in helping your firm grow.
Our network of professionals and all of their expertise are always available to help you help your clients. We offer a high-touch, concierge-level service that few other firms can provide to financial advisors, while allowing you to maintain your independence.
Brokers Financial is more than a financial services firm. We’re a strategic partner for your financial firm. In addition to providing a wide variety of investment products and trading services for your clients, we offer you ongoing support and guidance to help your firm thrive.
I joined Brokers Financial in the early part of 2018 and as a 28-year veteran of the financial services industry, I can say without hesitation that this is truly a partnership. I have been able to substantially grow my practice while becoming more efficient and effective with my clients. This is largely due to the partnership with Brokers Financial.
Brokers Financial has been a phenomenal business partner! The home office team has been very supportive, even including the compliance team. I have been with Brokers Financial since inception, and they are always trying to make things better in every way. I am proud to be associated with such a quality home office team. Each team member seems to envision your success as their success.
Our relationship with Brokers Financial is a partnership above all else. They take the time to research and put quality and care into any service request and treat our clients as their own. They are a reliable team dedicated to ensuring customer service is their top priority.
I use Brokers Financial because they have always treated me with respect and handle any question I have with urgency. I have had a couple of instances with clients that things didn't go right for one reason or another and they have expedited and ran any questions/problems we've had up the food chain to get the problem solved ASAP. They have been a great partner and while I am actively getting recruited away to change B/D's all the time, I stay with Brokers Financial because of their customer service and how they work with me to solve problems.
We believe in offering our advisors as many choices as possible. While we do offer proprietary products, we also offer independent options so you can choose what works best for your firm and your clients. We want you to grow your business in your own way while maintaining your independence.
The support we receive from Brokers Financial has helped bring efficiency within our growing business, and the wealth management team has brought confidence that our clients’ portfolios are ready to weather even the worst of days.
I’d like to thank everyone at Brokers Financial for the tremendous support and mentoring I’ve received over the last 5 years. Because of their personal mentoring programs, I was able to grow my own personal production on average by 50% each year since I started working with them. The professional help I receive from them to grow my business has been wonderful, but the personal relationships, meetings, conferences, and phone calls are above and beyond my expectations.
Brokers Financial has been the best broker dealer that I have worked with in the last 20 years in this business. They allow you to run your business how you wish to run it, but always keep you in compliance. They have a great staff that understands our business and is always there to help you. The management team is always willing to listen and take suggestions on how to make the broker dealer better for you the advisor. They are continually growing and adding programs that you can choose to use or not use for your business. You always get an honest answer, and they are only looking for the right advisor that will fit well with how they run the broker dealer.