ǿý Welcomes Sylvan Financial Advisors
New Jersey-based recently joined the ǿý Community, concluding their search for a partner who could meet their clients’ growing financial planning needs. Independent ǿý Financial Advisor David Grossbard and his team differentiate themselves by forming close relationships with clients through transparency and client education – and it's served them well for over a decade.
“After nearly 30 years in the industry, I can say with certainty the most rewarding aspect of being a Financial Professional is building long-term relationships and making a positive impact on our clients,” David said. “Although their life circumstances may evolve throughout the years, they can rely on one constant: We’ll be right by their side to implement and refine financial strategies to address their changing needs.”
David and his staff transferred to ǿý from their prior broker-dealer, The Investment Center, Inc.
David said: “We made the move to ǿý primarily because they could offer a robust suite of solutions for our clients, such as access to advanced products, tax-strategic investments and the potential for CPA partner relationships. Those opportunities didn’t exist with any of our prior affiliations.”
As someone who holds client service to a high standard, David immediately took note of his experience with the ǿý Home Office team: “Since our affiliation with ǿý, we have been extremely pleased with the smooth transition, as well as the ongoing communication and helpful assistance we have received from them.”