Welchert Investment I, LLC

Regal Securities, based in Tucson, AZ, is committed to providing exceptional service and support to financial advisors, ensuring they can operate independently while benefiting from the resources of a larger firm. Their experienced Transition Team works diligently to facilitate smooth transitions for advisors, serving as personal logistics specialists throughout the process. The company's mission centers on creating lasting partnerships by empowering advisors to meet their clients' needs effectively. By combining high-level service with the attention of a boutique firm, Regal Securities positions itself as a reliable partner for both new and seasoned independent representatives. Generated from the website

Cardinal Pointe Financial Group, an Ameriprise Financial Services firm based in Tucson, AZ, is dedicated to helping clients achieve their financial goals through personalized, one-on-one financial advice. With a network of over 10,000 advisors, the firm emphasizes customized investment strategies and regular consultations to keep clients connected and in control of their financial future. Advisors at Cardinal Pointe Financial Group possess various specialized qualifications, including Accredited Asset Management Specialist and Accredited Wealth Management Advisor certifications, ensuring a comprehensive understanding of investment practices and client needs. The firm aims to build lasting relationships with clients, providing tailored recommendations and access to digital tools for ongoing investment management. Generated from the website