Featured White Papers from Grove Point Financial

Grove Point Financial
2440 Research Boulevard, Suite 500
Rockville, Maryland 20850

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(866) 586-0218
https://www.grovepointfinancial.com

Grove Point is an independent broker-dealer and registered investment advisor platform that specializes
in personalized advisor-focused service. Led by accessible leadership and driven by a diverse community
of financial professionals, it provides the technology and financial solutions that help advisors grow.

How to Choose a Broker-Dealer

November 17, 2022

Selecting a broker-dealer and an advisory firm is one of the most consequential decisions a financial professional faces. The wrong choice will lead to poor technology, unresponsive compliance departments and insufficient investment choices, which combine to prevent financial professionals from enabling their clients to reach their financial goals. The right broker-dealer will serve the financial professional and be in perfect alignment with their long-term strategy and goals.

Three advisors share why they chose their firm and the factors that have been critical to their operations including:

  • A personal and responsive relationship
  • The cultural fit
  • Investment and financial planning support

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