You have questions. We have answers.
As of August 21st, we resigned from Prudential Advisors and have moved Blue Ridge Financial Planning to Cambridge Investment Research.
Why the move?
Priorities.
Decisions at Blue Ridge Financial Planning will always be made in the clients' interest first. Full stop.
Independence.
Being independent is the only way we know to help ensure that your needs will always come first. This allows us to recommend solutions that are most appropriate for your situation using an expanded list of products.
Relationships.
When you call our office, you will almost certainly recognize the voice of either Joe Silva or Monique Ryan. As such, there is an excellent chance whoever picks up the phone will recognize your voice as well. This level of personal security cannot be understated in the digital world in which we find ourselves.
Support.
Our decades of experience have taught us what we do best and where we need support. To remain laser focused on your needs, we needed to find strategic partners to provide the complementary services performed by our back office over the years. Our efforts resulted in our new affiliation with industry-leading business partners who have proven capabilities and credentials.
Safety.
We have chosen to stay with NFS (National Financial Services, LLC) as our custodial and clearing firm through an independent affiliation. NFS is a wholly owned subsidiary of Fidelity Investments, one of the largest and most well-known financial services companies in the United States. We chose to stay with NFS to continue to provide you with confidence that the assets you entrust with us are held by a custodian of exceptional capacity and security. NFS is a member of SIPC and maintains excess protection for your accounts. Web links and brochures detailing that coverage can be provided at your request.
Continuity.
Our new broker-dealer is Cambridge Investment Research, an independent financial services firm, located in Fairfield, IA. Their support for our relationship goes well beyond executing trades. They provide us access to enhanced planning tools, world-class thought leadership, and a broad array of investment solutions—all with absolutely no competing agendas. Your objectives are what drive all decisions.
As of August 21st, we resigned from Prudential Advisors and have moved Blue Ridge Financial Planning to Cambridge Investment Research.
Why the move?
Priorities.
Decisions at Blue Ridge Financial Planning will always be made in the clients' interest first. Full stop.
Independence.
Being independent is the only way we know to help ensure that your needs will always come first. This allows us to recommend solutions that are most appropriate for your situation using an expanded list of products.
Relationships.
When you call our office, you will almost certainly recognize the voice of either Joe Silva or Monique Ryan. As such, there is an excellent chance whoever picks up the phone will recognize your voice as well. This level of personal security cannot be understated in the digital world in which we find ourselves.
Support.
Our decades of experience have taught us what we do best and where we need support. To remain laser focused on your needs, we needed to find strategic partners to provide the complementary services performed by our back office over the years. Our efforts resulted in our new affiliation with industry-leading business partners who have proven capabilities and credentials.
Safety.
We have chosen to stay with NFS (National Financial Services, LLC) as our custodial and clearing firm through an independent affiliation. NFS is a wholly owned subsidiary of Fidelity Investments, one of the largest and most well-known financial services companies in the United States. We chose to stay with NFS to continue to provide you with confidence that the assets you entrust with us are held by a custodian of exceptional capacity and security. NFS is a member of SIPC and maintains excess protection for your accounts. Web links and brochures detailing that coverage can be provided at your request.
Continuity.
Our new broker-dealer is Cambridge Investment Research, an independent financial services firm, located in Fairfield, IA. Their support for our relationship goes well beyond executing trades. They provide us access to enhanced planning tools, world-class thought leadership, and a broad array of investment solutions—all with absolutely no competing agendas. Your objectives are what drive all decisions.
Copyright © 2024 Blue Ridge Financial Planning