There are large broker/dealers, there are small ones and there mid-sized broker/dealers. The big question is, what’s the right-sized broker/dealer for you?
We think it’s a broker/dealer that is small enough for you and your staff to develop strong personal relationships with the home office team and executive officers, yet large enough to provide you with access to flexible wealth management products and best-in-class technology solutions that empower you to run your practice at peak efficiency and meet the needs of all your clients, no matter what their age or financial needs.
Girard is that broker/dealer, and for four decades we’ve been committed to a unique culture of family, both the family given to us and the family formed from our partnerships with advisors and their staff.
If you’re looking for a broker/dealer where everyone knows your name, provides personalized, reliable and consistent service and best-in-class technology, then Girard is the right broker/dealer for you. Call us and start a conversation today.
Established in 1986
Family run business
Approximately 230 producing advisors
2013 Laserfiche “Run Smarter” award winner
Home Office employees average 15 years industry experience
99% Advisor Retention Rate!