Our founder, Roger McCarty built a successful insurance marketing organization that served independent insurance and financial professionals. As regulations increased and advisors’ clients sought to expand portfolios beyond traditional insurance products, Roger saw an opportunity to fill that need by helping advisors offer securities to their clients. Thus, Brokers Financial was born.
Since our inception, we’ve continued to provide advisors and their clients with more options and better service. We believe that top-level products shouldn’t mean sacrificing personalized service; we strive to build personal, trusted partnerships with our advisors while providing a wide variety of investment options and services.
Based in Urbandale, Iowa, Brokers Financial serves advisors in all 50 states with the same commitment to integrity, customer service, and superior work ethic that we’ve been providing since 2006. It’s a commitment that we will continue to uphold for as long as we serve the financial community.
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