Brokerage Specialists is a Fee Only Fiduciary financial advisory firm based in Grand Island, NE. Specializing in offering personalized financial solutions, the firm facilitates yearly consulting services for self-managed 401k portfolios. Committed to transparency, Brokerage Specialists adheres to a client-first philosophy, ensuring that all investment management is tailored to individualized plans.
With over 30 years of experience in the industry, Brokerage Specialists prides itself on providing fair pricing structures based on client balances. Focused on delivering financial clarity, the firm offers complimentary financial assessments to align investments with client goals and risk profiles. The team's fiduciary responsibility underscores their dedication to putting clients' interests first.
Independently managing investments, Brokerage Specialists collaborates with reputable third-party money managers like Gradient Investments to achieve long-term financial objectives. Upholding professional standards, the firm has earned accolades such as the Best of 2024 Financial Advisor in Grand Island and the Honor Roll award from the Nebraska Better Business Bureau. With a commitment to excellence, Brokerage Specialists aims to empower clients to navigate their financial futures with confidence.
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