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Testimonials

Sure, the industry has spoken and we've been named Broker-Dealer of the Year 8 times by Investment Advisor Magazine. However, we're more impressed with what our advisors say.

“The Investment Center’s Cybersecurity is second to none!! (And so is all their other support.)”

Glen Jackson, Financial Advisor

“I never thought I’d find a home like The Investment Center. They’ve exceeded all my expectations.”

CJ Burn, Financial Advisor

“What was immediately evident was the personal touch that is the hallmark of The Investment Center.”

Scott Brady, Financial Advisor

“One of the best things about The Investment Center is their Compliance Department.”

Mark Mauro, Financial Advisor

"The support is unprecedented."

Anthony Tomaro, Financial Advisor

"The Investment Center has allowed me to add value to my business and comfortably grow my book the last 5 years due high quality people, processes, and technology. Thank you for promises kept."

John Nalepka, Financial Advisor

"Because of the heart, hard work, and values that start at the top of The Investment Center, it has developed into a wonderful team of professionals to work with."

Maria Muth, Financial Advisor

"They’re not just a broker-dealer, they’re an extension of my practice."

Quinn Im, Financial Advisor

"The transition went quite smooth. Within a week I was able to move over more than 50% of my business."

Vicky Tomaro, Financial Advisor

"The commitment from TIC to develop cutting edge technology has freed up our time to focus on our clients and marketing efforts."

John Broderick, Financial Advisor

"I made the decision to move from a major wirehouse to The Investment Center. This was one of the best business decisions I ever made."

Kurt Schlesinger, Financial Advisor

"The Investment Center said this is what we’re going to do to help you grow, and they’ve delivered on everything they said they would. "

Roger Moss, Financial Advisor

It’s been a great few years, but the only reason is because of the support they give us.

David Fazendeiro, Financial Advisor

"It felt like family, and was obvious that we were becoming a part of something. We had a successful transition thanks to the dedication of the staff."

Rob Ramos and Joyce Cool, Financial Advisors

"My entire experience with The Investment Center has been beyond any expectations I've ever had over my 35 years in this industry"

Tom Dircks, Financial Professional

"They were there to help us succeed."

Maria Muth, Financial Advisor

Learn More Today

Discover what is possible when the focus of an award-winning company is YOU.



These testimonials may not be representative of the experience of other customers and there is no guarantee of future performance or success.