Broker Check

Benefits Of Using A Broker

A long-term relationship with a Financial Advisor may be one of the most important factors in meeting your investment goals. Beyond the comfort of working with a fully trained professional are the benefits that you may expect from a full-service brokerage company:

  • Single-point access to a wide variety of investment options, including fixed-income offerings, international equities and bonds, personalized financial planning, estate, trust and philanthropic services, and more.
  • Long-term investment planning geared to individual risk tolerances and time horizons, including asset allocation guidance.
  • Assistance in making decisions concerning Roth IRA conversion, tax-efficient 401K rollover and corporate retirement plan selection.
  • Clear and accurate statement reporting, including realized and unrealized gains/losses, amortization and accretion of fixed-income securities and much more.
  • Online account information and bill paying.
  • A selection of money market funds, with automatic reinvestment of cash balances.
  • An option to automatically reinvest stock dividends.
  • Appropriate year-end planning activity to help you reduce capital gains and position your portfolio for future opportunities.

As a full-service broker and Owner of Crescendo Finance, Nancy L. Daniel, MSA has an unparalleled commitment and responsibility to her clients.

Call or contact us today to learn more about the benefits of working with a full-service broker – 440-527-0672.