545 Metro Place South
A Financial Planning Office
I know we’ve done and worked well together for a longtime. Still, I want to put myself in the best position to serve and manage accounts professionally.
I’ve spent a year doing due diligence, looking for a change and selection of an investment platform and broker dealer that would better suit our business platform.
So my team and I are moving all our accounts to Cetera Investors, the branch community of Cetera Investment Services.
Maybe you want to know why:
Nothing will change for you. The same personal service, your same stock holdings, same fees, and access to unlimited investment options, with a state-of-the-art platform, with more tools and resources.
As always, it’s all about you, the client.
In the coming days, the SKAFCO team will reach out to you with details to move your accounts.
We’ll still be in Dublin and we’ll still be easy to reach with our new emails and phone numbers.
Expect the best.
Financial Planner, Financial Services Executive, Investment Advisor Representative
Helping You To Develop Your Personal Financial Roadmap
Our firm is committed to understanding what is important to each of our clients by creating a personalized financial roadmap to help them get from where they are now to where they want to be in the future. We use the roadmap as a guide for establishing a meaningful plan to reach and maintain financial security and to inspire our clients to make the best decisions possible so they can have the kind of life they want.
At SKAFCO, you can expect and you will receive competent advice in creating your personal plan; professionalism when it is presented to you; guidance in implementing it; and ongoing follow-up to monitor your progress toward your financial goals. We will inspire you to take action and stay the courseâ€¦because we are always with you, securing your financial future.
Please contact us today for a complimentary Financial Roadmap Retirement Review to help you get started on achieving financial security so you can enjoy a comfortable retirement.
We create financial strategies tailored to your goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.