Cadaret, Grant & Co., Inc
Cadaret, Grant & Co., Inc., our broker/dealer, is an independent broker/dealer headquartered in Syracuse, NY. The firm was founded in 1985 and currently has more than 1,100 Registered Representatives in 320 branch offices located across the U.S. They are a member of the Financial Industry Regulatory Authority, Inc. ("FINRA®") and the Securities Investor Protection Corporation (SIPC).

Pershing
Pershing provides Advisors Financial, Inc. and its clients with multicurrency execution and clearing services. Pershing is made up of more than 3,000 highly focused, experienced people developing and supporting the interests of more than 600 financial organizations worldwide, with regional offices in Chicago, Los Angeles, San Francisco, and Charlotte, and a London subsidiary, Pershing Limited.

Genworth Financial
Genworth Financial's wealth management services are driven by a disciplined Six-Step Investment Process, which leads to the creation of an investment portfolio designed to meet your specific goals and objectives.
This process starts with the development of your Risk/Return Profile and corresponding asset allocation policy, which leads to the selection of the investment strategists and managers utilized to construct your portfolio.
To manage your investments, we call on the resources of an entire team of experts, including institutional asset allocation strategists, distinguished academics, and some of the industry's leading investment management firms. Depending upon your financial resources and objectives, portfolios can be constructed utilizing a variety of investment vehicles.
The capability delivered by Genworth's team of experts, combined with the oversight and counsel we provide as your investment advisor, allows you to plan your future with confidence.