I have been affiliated with, or have known firms that highly suggested that you use their "own products" such as mutual funds or insurance. To entice you to do so, they would give you more credit or compensation. Being an independent person with an independent mind, I always struggled with that concept. I had a hard time offering something to a client that I would not purchase myself.
As a result, I chose to align myself with my first independent broker/dealer, Main Street Management Co., in 1996. Unfortunately Main Street sold out to an insurance company in 2000 and then subsequently sold us in 2004. In 2004, after much research, I found another independent broker/dealer.
For you, it means I can offer you access to the finest products and advice available - without being driven by any considerations other than your best interests. In addition, I am under no pressure to promote proprietary products or any kind of sales quotas so I can offer my clients truly unbiased advice. I am also able to recommend an investment strategy tailored to each client’s individual needs.
Diversified Financial Solutions represents the best of both worlds:
a small, personalized firm with access to the resources of a larger broker/dealer.
Advisory Services offered through Blackridge Asset Management, a Registered Investment Adviser. Securities offered through Peak Brokerage Services, LLC. Diversified Financial Solutions is a separate and independent entity from Peak Brokerage Services, LLC. Member FINRA/SIPC. Securities services offered through Diversified Financial Solutions.
Investments products and services available only to residents of: AZ, CA, CO, CT, DC, FL, HI, IL, IN, MA, MD, MN, MO, NE, NC, NJ, NY, NM, OH, PA, SC, VA, WA, WI. We are licensed to sell insurance products in the following states of: FL, NJ, NY.