The Professional Alliance - The Financial Services Concierge
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Integrity, Service, Independence. In Everything We Do.
Our Broker Dealer

 

"I looked very hard at many B/D's and felt that I had given myself more than enough info to make a good decision.---In addition, knowing that Doug and Shelly would be my main/first contacts for info/questions/problems was and is a big factor. For a small one man show like mine, I need to have that familiarity so I can feel comfortable handling a large flow of business on my own.----The hookup with CIR was also very appealing. I liked that they were in the midwest. Also, when I checked on their plans for the future, it seemed like they had committed to staying independent, at least for an extended period."

Kim Lillehaug, CPA
Monticello, MN

 

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