The Professional Alliance - The Financial Services Concierge
Call us at 888-766-5550
Member FINRA/SIPC
Integrity, Service, Independence. In Everything We Do.
Concierge Financial Services

 

“The three reasons I joined TPA were: Doug Tarella (and without it going to your head) because of the ease of our interactions with a genuine willingness to help, your leadership qualities, your work ethic, your commitment to excellence along with your broad knowledge of the investment world; to get away from a broker-dealer that was not providing any support and to access Cambridge as my broker-dealer.”

Dianne Boyden
Topsfield, MA

 


We are a destination, not a stepping stone

Changing broker dealers is not an experience that you want to repeat. That's why it is absolutely critical that the firm you select can meet your needs- now and in the future.

The Professional Alliance is committed to the success of our Rep/Advisors. Rather than being controlled by an outside entity, we are guided by our member firms. This leads to an environment of support, camaraderie and common interests. We get to know each of our financial professionals personally and create a customized strategy to support them efficiently and effectively.

Cambridge Investment Research is the dominant leader in fee-based business. We have access to a wide variety of investment products and services through Cambridge and our insurance services include advanced case design and products from hundreds of carriers. So whether you need investment management, estate planning, retirement planning, education funding, insurance or income tax planning, we have you covered. And our culture and philosophy are important factors you can count on for the long term.