Your goals. Our investment expertise.
You've worked hard to save for your future and get where you are today. So it's time to partner with a dedicated financial advisor who puts you at the center of your investment strategy. Customized solutions and unbiased advice.
Secure Login
INFO :
Welcome Former Republic Bank customers! For important information, including our Transition Guides and steps to access your accounts: Read More.Investing and Retirement
Whether you’re new to investing or you’re already a savvy investor, there’s an advantage to working with a financial advisor who understands what’s important to you. No two clients are alike—our team works with you to determine your current situation and your long-term goals. You get objective, unbiased advice and the personal attention you deserve. Plus, our relationship with Raymond James means you’ll have access to the products and resources of one of the nation’s leading financial firms.
Education Planning
You have big hopes for the aspiring academics in your life. We have the deep expertise to help you understand your options and select the right plan for your family’s needs.
Insurance Services
Insurance isn’t just for unexpected emergencies. It is an important part of long-term financial planning. Our team at Broadx Financial Advisors can help determine if you have adequate coverage and identify the best solutions to suit your needs.
Investments
In today’s economy, making investments based on your individual needs and risk tolerance makes all the difference in your financial outcomes. We offer a wide range of solutions that can help you achieve your personal investment goals.
Retirement
The retirement landscape is changing. Living longer means you need more income beyond your working years. Our experienced advisors help you discover the key to preparing for the future you envision.
Goal Planning and Monitoring
A financial plan built around your personal goals. Our Goal Planning and Monitoring tool helps make financial planning a simple, informative and engaging process.
Online Client Access
Access and monitor your accounts, view asset allocations, store secure documents and more with our online Client Access.
Invest wisely with Digital Advice™
Digital Advice offers you a combination of smart technology and automated investing along with access to the guidance of a financial advisor.
Contact Us
Contact us with questions about investments and retirement planning.
1.866.568.7739
Contact a Financial Advisor
Find your nearest Financial Advisor and discover financial solutions for you and your future.
FINRA BrokerCheck
Check the background of any registered financial advisor with FINRA'S BrokerCheck.
