About the Company
The company philosophy is rooted in the concept of earning the relationship of those we serve, our financial professionals and their clients. Aligned and partnered with Creative Financial Network, a truly independent open architecture platform that offers access to the leading financial services and solutions throughout the industry. This structure allows every Choice Financial Professional the freedom and flexibility to focus completely on the client’s goals; utilizing a holistic approach, and truly serve their clients in the best possible way.
Choice Financial Professional’s model is designed and structured to accommodate the changing landscape in the financial services distribution model using the efficiencies of how business is conducted today. Choice Financial Professionals respects the traditional and proven aspects of a successful financial services firm but also enthusiastically embraces technology utilizing the opportunities and efficiencies it can provide.
The company spends it time and resources creating modernized efficient workflows, sales and marketing programs, administrative infrastructure, training systems, client support, relationship management resources, while fostering a culture of trust, integrity, and compassion – all so our financial professionals can do what they do best; service the needs and goals of the clients they serve.