The investment-focused advisor can realize efficiencies from a more narrow service offering, but may be giving up a stronger client relationship if not offering comprehensive service. The cornerstone of a successful financial practice depends on the ability to deliver objective and personalized financial planning services.
We offer advisory programs ranging from sophisticated global allocation to innovative alternative investment approaches. Flexibility in product offerings with access to variable and fixed insurance products, underwriting expertise, creative case design, and education. A comprehensive menu of investment products including Mutual Funds, Annuities, General Securities, and Alternative Investments.
We offer advisory programs ranging from sophisticated global allocation to innovative alternative investment approaches. Flexibility in product offerings with access to variable and fixed insurance products, underwriting expertise, creative case design, and education. A comprehensive menu of investment products including Mutual Funds, Annuities, General Securities, and Alternative Investments.
Services
The cornerstone of a successful financial practice depends on the ability to deliver objective and personalized financial planning services. LifeMark's Corporate RIA provides programs ranging from sophisticated global allocation to innovative alternative investment approaches. Flexibility in product offerings with access to variable and fixed insurance products, underwriting expertise, creative case design, and education.
An enduring relationship with a client is built on principles of financial stewardship whereby we assume the duty of care of the people and assets that are entrusted to us. The values, character and personal integrity of every member of our firm is what defines who we are and how we serve. Our actions distinguish us from our competitors.
Recognizing the unique nature of the independent financial professional, LifeMark founders formed the broker/dealer in 1983. LifeMark has grown to a National Broker/Dealer and SEC Registered Investment Advisory firm servicing independent financial service professionals in major population centers throughout the United States.
LifeMark is a national Broker/Dealer and Registered Investment Advisor headquartered in Rochester, New York with numerous branch offices throughout the country. LifeMark's operates as an independent firm. In doing so, we offer no proprietary products and maintain no corporate mandates eliminating conflicts of interests on behalf of our representatives.
Every registered representative, investment advisor, financial planner, and insurance agent, has earned the right to work in this incredible industry where we have the opportunity to help our family, friends, and other clients prepare for various life changing events.
Whether it is saving for college, buying a house, retirement, protecting against disability, or preparing for loved ones after death, we are all charged with very serious responsibilities.I am very proud of the services provided through LifeMark and the common sense approach we use when it comes to supervision and compliance.
Whether it is saving for college, buying a house, retirement, protecting against disability, or preparing for loved ones after death, we are all charged with very serious responsibilities.I am very proud of the services provided through LifeMark and the common sense approach we use when it comes to supervision and compliance.
Reviews (2)
David Griffith
Jan 07, 2017
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We've been with this broker-dealer for less than a year and they're phenomenal. There's always someone available to answer the phone if we have questions or concerns. Paperwork is streamlined as LifeMark has utilized technology to make doing business very simple. Our transition to LifeMark went far better than anticipated, we can't thank them enough! Our only regret is we wish we joined their Broker Dealer sooner.
Clc
Jul 10, 2016
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