Investment Strategists at Better Banks Employee Directory
Financial ServicesUnited States2-10 Employees
Investment Strategists at Better Banks began in 1995 when founder Bob Miller decided an independent advisory approach was the best fit for his client relationships. The major benefit is that we answer to and work for our clients, not a proprietary, distant, financial institution. Truly, the focus of our business is your financial success. As begins our client Bill of Rights, “You are the purpose behind everything we do.”
As the number of clients, assets, and financial solutions has grown over the last 15+ years, so has our team. Enjoy employing not just an investment manager, but also the resources of a CERTIFIED FINANCIAL PLANNER T, client satisfaction advocate, and access to experienced and personable insurance professionals, CPAs, and estate tax attorneys. Wherever you find yourself on your financial journey, it is our goal to advise you on options to attain your goals while making the experience as stress free as possible.
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Securities offered through LPL Financial, Member https://www.FINRA.org / https://www.SIPC.org. Insurance products offered though LPL Financial or its licensed affiliates. https://www.sipc.org/.
The investment products sold through LPL Financial are not insured Better Banks deposits and are not FDIC insured. These products are not obligations of the Better Banks and are not endorsed, recommended or guaranteed by Better Banks or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Third Party Posts found on this profile do not reflect the views of LPL Financial, and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.hfsinvest.com.
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