Independent is “to be free from outside control; not depending on another’s authority”. We are told by our clients that being an independent financial services firm is the greatest benefit that separates us from other firms. We are not influenced or constrained to the products we offer or the advice that we give to our clients.
An independent financial services firm has essentially unlimited options to find the best strategies and products for their clients. Independent firms strive to lower costs for their clients and recommend strategy changes if an investment product becomes less consumer friendly or a better solution becomes available in the marketplace.
Financial needs are unique to each client and having the broadest range of solutions possible is a significant advantage to clients. Independent financial services firms put client needs and interests first. In contrast, chain financial firms are often more focused on how a specific investment will hit their sales quota or bowing to “home office” pressure to push a specific product due to a selling agreement.
We encourage those seeking assistance with their financials to ask themselves if their advisor works for them or for a large company? This question is often answered when franchise firm clients find their accounts being moved between advisors without any discussion or ability to speak to their original advisor.
Grimes Financial is proud to be an independent financial services firm celebrating 23 years in business. Our loyalty exclusively belongs to our families, small businesses, and clients.
Grimes Financial Services, 2 Williams Street, Lexington, North Carolina 27292 Get Directions
Phone: (336)-249-2723, Fax: (336) 249-2727, Email: brad@grimesfinancial.com
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Grimes Financial Services, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, FL, LA, MS, NC, SC, TN, TX, and VA. The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Advisor Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.