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SRS Wealth Management Group


4.4 ( 9904 ratings )
Obchod Finance
Vývojář: Figure 4, LLC
Zdarma

For SRS Wealth Management Group clients. The iPhone app serves as a one-stop shop to your financial information and resources.

Features:

•Review My Accounts
•View upcoming events. RSVP to events.
•Company Blog and News
•Event Photo Gallery
•Quick Market Snapshot


SRS Wealth Management Group Inc. was founded with a pioneering vision: to establish successful businesses through which we could offer truly independent financial guidance and advice. Today we provide an integrated platform of proprietary technology, brokerage, and investment advisory services to over 400 former BellSouth employees*.

Our open-architecture platform provides our clients with access to thousands of commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors.

Even as our firm has grown over the years, we remain singularly focused on helping our Clients; mainly Former Telephone Company Employees to manage the complexity of their investment and Retirement needs helping them accomplish important financial goals. And, because we do not offer proprietary products, SRS Wealth Management Group Inc. is able to offer our clients truly objective, conflict-free advice.

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.

* Some features require an internet connection