Headline: Independence frees us to focus on service.
Tom: When I got into the financial business, after I left the US Navy in 1987, I became a stockbroker. I was more of a salesperson than actually an advisor to my clients, and I didn't like that, so I started my own firm. Schwab is our only custodian, and we've used them for over 26 years now.
[Chyron: Tom Breiter, Integra Capital Partners]
Tommy: Every firm we have is a priority regardless of how many assets they have under management.
[Chyron: Thomas Lloyd, Schwab Advisor Services]
Tom: They have been supportive, as we've gone through our business development, and they provide a lot of content for us to continue to learn and continue to grow our business.
Tommy: What's very fulfilling to me is helping clients find those flexible solutions and being able to come up with something that haven't thought of before. We're going to build trust immediately. From the first call to the last call, they're going to feel like, "wow, Tommy's got my back."
Tom: Schwab has done everything they've said they were going to do for us and have provided us with a great platform to help us help our clients.
Holding line: Charles Schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals.