Tuesday, March 03, 2009
Dear Friend,
My clients often ask “what is the single greatest advantage of doing business with Wallstreet Texas?” Without hesitation, my response is always the same: independence.
Why is independence important to individual investors? Well, for one, your future financial success may depend on the type of investment advice you get today. In an increasingly complicated era, pursuing your financial goals depends on solid, unbiased advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.
Independence affords you the benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means I am free to recommend only those products and services that meet my clients’ needs – that is, no quotas or pressure to sell proprietary products. Truly independent research enables me to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
At Wallstreet Texas, we are in a unique position to contribute to the financial success of our clients and our community – while taking full advantage of superior back-office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the nation’s leading independent brokerage firm.* These advantages are passed on to our clients in the form of better and more personalized service. After all, it’s my reputation on the line.
Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. With increasing uncertainty in today’s financial markets, these are the times when you most need unbiased advice.
I can call you in the near future to invite you to my office for a complimentary portfolio review and discuss how I may be of service. In the meantime, please feel free to contact me if you have any questions at (281) 953-2050 or via my website at http://www.wallstreettexas.com
Sincerely,
Jonathan A. Denning
Vice President – Investment Services
Wallstreet Texas
*As reported in Financial Planning magazine, June 1996-2007, based on total revenues.