It All Begins with You
As the client, it all begins with you. We’ll work one-to-one with you to understand your financial goals and needs. Then, through a long-term relationship based on personalized, knowledgeable advice, we’ll provide financial solutions in an attempt to help meet your needs at every stage of life. You’ll enjoy the added confidence of knowing that in addition to our professional experience, we are surrounded by the support of other professionals.
Garretson Financial – John Garretson, CFP® & Jamie Miller, Managing Directors
Garretson Financial is the entity through which we provide our clients wealth management services in an unbiased environment – where the only factor in our decision making is what is best for you. With over 50 years of experience, coupled with the extensive resources of The Investment Center, Inc. and Pershing, LLC, we are able to provide you with the best possible guidance and personal service you expect, and deserve.
The Investment Center, Inc. & IC Advisory Services, Inc.
These firms work behind the scenes to provide back-office support and service regarding the technical and regulatory requirements of handling client accounts. The Investment Center, Inc. is the Broker-Dealer and IC Advisory Services, Inc. is the Registered Investment Advisor. The Investment Center, Inc. is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).
How does The Investment Center benefit you as an investor?
The Investment Center, Inc. is a truly independent firm and is not affiliated with or owned by an investment or insurance company. The Investment Center, Inc. does not create its own proprietary investment products. Therefore, we are encouraged to recommend investment opportunities that are appropriate to your specific investment goals and objectives.
Pershing LLC, A Subsidiary of the Bank of New York Mellon Corporation
General securities transactions are executed and cleared through Pershing LLC, a subsidiary of the Bank of New York Mellon Corporation, member FINRA, SIPC and NYSE. Since 1939 Pershing has been providing brokerage execution, clearance, data processing and financial products to broker-dealers World wide – representing over 5 million active investors.
How does Pershing benefit you as an investor?
Pershing LLC works on behalf of your financial organization to support your investment success. Pershing offers financial services firms a one-stop, full service global solution with integrated, multicurrency clearing and execution, plus a full range of global resources. Pershing develops and continually enhances top-tier investment products and services and gives you access, through your financial organization, to cutting-edge technology solutions. Pershing offers unequaled experience built over seven decades of serving financial organizations of every size and business model.