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What Independent Financial Advisors are saying.
Slide 1 of 5FiNet does an excellent job in preparing you and your clients for the move. Moving was a scary event, but thanks to the help of the individuals at FiNet, I have been allowed to not only continue my business but grow it as well.Roberta “Birdie” Hunter
President, Wavecrest Wealth Management
Slide 2 of 5People’s expectations are higher than they’ve ever been, so just providing investment advice isn’t enough. You truly must be your client’s advocate. Being independent with FiNet has allowed me to build my business to fulfill this need.Michael Cowan
Branch Manager, The Cowan Group
Slide 3 of 5Every single thing FiNet has promised us has come true. We now have the majority of our business converted over. A process that took at least two years at our previous firm has taken less than four months with FiNetClaudia Barkmeier
CFP Director, Senior Financial Advisor – Barkmeier Financial Consulting Group
Slide 4 of 5FiNet Provides you with support on the back end and takes a large amount of responsibility off your plate if you are an independent owner. You have the support and resources of a large warehouse with a hands-off approach.Eveylyn Carter
Branch manager, owner, Acequia Investment Group
Slide 5 of 5We wanted to be able to manage our business the way we wanted to. At the end of the day, we all consider ourselves entrepreneurs and just needed the flexibility of an independent shop, which FiNet provided us.Steve Mills
Financial Advisor, Trinity Capital Management
20 years of forward movement with Wells Fargo Advisors Financial Network
2001
First Union Securities enters independent business with acquisition of J.W. Genesis
2002
First Union/Wachovia merger
2007
Wachovia Securities merges with A.G. Edwards
322 practices
587 Financial Advisors
2009
Wachovia Securities becomes Wells Fargo Advisors
420 practices
805 Financial Advisors
2021
20 Years of Independence
500+ practices
1,300+ Financial Advisors