Freedom of Choice.
Wall Street Financial Group is an SEC Registered Investment Advisor (RIA). We
offer a non-proprietary approach to a wide choice of advisory services and solutions.
Whether you offer your clients asset management through one of our clearing firms,
utilize a third party manager, or provide financial planning advice, we’re here with
partnerships that make it all happen.
- National Financial Services and Pershing offer an open architecture fee-based
platform to build a portfolio or model, including proven tools to effectively
manage and service your clients.
- Strategic partnerships with numerous Third Party Managers let you choose the
firms that suit your clients’ needs. Enjoy greater ease of doing business while
partnering with some of the most dynamic money management talent in the
industry.
- Financial Planning Advice can be an integral part of your client relationships.
The key factor is choice. You have the flexibility to create financial plans,
implement hourly planning agreements, or provide services for a flat fee.
