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Brokerage Account

Brokerage Account

Whether it’s a simple account to hold new or existing investments and funds, or a complex account comprised of sophisticated investment vehicles, One to One professionals review your situation starting with Guidance Focused on You(TM) to assist you in determining the best option based on your needs and objectives. We offers a vast array of providers and programs, and the support necessary to make the process of opening an account and transitioning existing assets stress and trouble-free.

Managed

Brokerage Account

Managed Brokerage Account
One to One Financial Advisors offers access to a vast array of managed brokerage account providers and programs to match your needs. These aren’t proprietary, in-house programs. They’re selected from a huge pool and vetted by our professionals based on their strategy, outlook, timeframe and risk profiles.

 

Traditional

IRA

Traditional IRA

One to One Financial Advisors offers simple brokerage, complex investments, Managed Brokerage and annuity options for those wishing to open a Traditional IRA. Whether you wish to roll existing assets from an employer program or an existing IRA, you’ll have the opportunity to speak with a One to One professional and work together to determine the best option for your specific situation. Our Support team will then assist in making the account-opening and asset transition process simple and stress-free.

Roth

IRA

Roth IRA

One to One Financial Advisors offers simple brokerage, complex investments, Managed Brokerage and annuity
options for those wishing to open a Roth IRA. Whether you wish to roll existing assets from an employer program
or an existing Roth IRA, or convert Traditional IRA assets to Roth, you’ll have the opportunity to speak with a
One to One professional and work together to determine the best option for your specific situation. Our Support
team will then assist in making the account-opening and asset transition process simple and stress-free.

Annuity

Contract

Annuity Contract

There is a large, ever-changing selection of annuity programs available to accomplish specific financial objectives. It takes an experienced hand to guide you through evaluating these programs and providers to find and select the ones that may best suit your needs. The One to One professionals hold some of the highest levels of financial service industry credentials and licensure, enabling them to select from a vast array of providers and programs, offering options you might not have known were possible, aimed at meeting those very specific needs.

Alternative

To Bank Savings / CD

An alternative to bank savings/CD

For those with substantial assets sitting on the sidelines, either out of risk-based fears, or because access can’t be limited because the funds will be needed at a specific point, there are investment-related options beyond traditional bank-related products. Speak with a One to One professional to discuss your situation and discover some options you hadn’t known existed.

Wills, Trusts

Estate Issues

Wills, Trusts and Estate Issues

​Although One to One Financial Advisors doesn’t provide tax or legal advice, we will work with your own attorney to ensure that your investments, legal structures such as wills and trusts are aligned.  If this integration is done as part of developing a larger financial plan, then your One to One professional will coordinate efforts involving your accountant and attorney to create a plan that is bolstered by the necessary legal and tax structures.

Compare

What I Have

Compare What I Have

Your One to One professional holds the highest levels of financial representative licenses credentials, You can leverage our experience and resources by engaging us to review all your financial holdings investments, explaining each one and, if necessary, calling upon our vast array of providers and programs to recommend
changes that would be beneficial. Because we operate from a Fiduciary Focus, this process is aimed first, last and foremost at making choices that are in your best interest.

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