A career in the Financial Services can be one of the most emotionally and monetarily rewarding ways to contribute to the well being of our clients. It is also one of the most dynamic, regulated and stress inducing ways of making a living. We know. We've been planners for over 25 years and have lived through the good, the bad, and the ugly. Unlike other coaching firms, you won't have to explain your model and industry related idiosyncrasies to us. Whether you are aligned and branded through one company, or completely independent, we understand your day to day challenges. We've helped advisors transition to fee based practices, choose a new home, execute a significant move and readied practices for ownership changes. We know that most advisors are great at offering advice, yet find creating a steady stream of qualified prospects and managing staff to be particularly challenging. If you are seeking out a coach who intimately understands your business, look no further than Ultimate Results!
Certain representatives of SAL Inc. are also Registered Representatives offering securities offered through Comprehensive Asset Management and Servicing, Inc. ("CAMAS"), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054. 1-800-637-3211
Member FINRA/SIPC. Financial Solutions is independent of CAMAS. Check the background of this firm on FINRA’s BrokerCheck.
This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.
© The Strebel Planning Group | All Rigts Reserved 2013 - 2016