Testimonials                                                                                                 

   I should have used this service the first time...

I joined an independent firm and what a big mistake.  The firm started having problems and so did my clients.  Now I have my own firm with my own RIA.  I never have to worry about filling out transfer paperwork ever again.  A  year later I am still  fixing some of the problems from my old firm.

It is great to have someone who is looking out for you and your clients…

Much like I do for my clients, RIAICO does for me.  I do not feel like they are out to just take my money.  They are continually finding ways to improve my business and the services I offer

I increased my net by over 35%...

By just utilizing their products I increased my net by 35%.

Independence should be done only once and done once correctly...

I have had to fill out paperwork for my clients twice in the past year.  Fortunately the second time was the last time.  I will never have to ask my clients to fill out transfer paperwork again.

I am now building value in my firm and my clients...

Now that I have opened my own firm, I finally realized that by joining another firm I was building value in their brand with my clients.  I am now building value for my clients with my own brand.

I saved over 60% by using one of their products...

Just on performance reporting I saved over 60% and I even have multi-custodian performance reporting.