Supporting Advisors, Serving Clients

With a legacy of leadership that dates back to the first-ever independent broker-dealer, we embrace your business with the flexible support you need to change the lives of your clients.

Advice that Paves a Personalized Path to Financial Success

Your advisor’s top priority is helping you meet your financial goals. Our top priority is delivering everything he or she needs to do it.

The Right Size for You

As industry veterans and keen observers of industry trends and best practices, we anticipate your needs and use this understanding to provide every available tool, option and advantage. This includes user-friendly technology, research tools, business-building and professional-development resources, an objective and broad selection of investment products, and some of the finest, most personal back-office support available in the industry.

Every day and every interaction is an opportunity for us to create a culture of confidence and trust, where you are empowered with superior products and support to grow your business, serve your clients, and do your very best work.

Some People Have a Plan for the Future. You Have a Team for It.

Your relationship with your advisor is an essential part of your long-term financial well-being. It’s the context in which your vision for your future becomes your action plan for today. That’s why we make supporting and strengthening that relationship our top priority.

Behind that relationship are the 1,650 men and women of Cetera Financial Group and its affiliated firms, comprising a multitude of teams putting their collective wisdom to work for you, your advisor, and your future. With no quotas and no proprietary products to sell, we don’t tell your advisor what to do—we simply provide the resources that make it easier to get it done. It’s one of the many reasons why your advisor has chosen Girard to provide the objective advice to help find the right opportunities for you.