Built by wealth management veterans to elevate the independent advisor category, Cadaret Grant has been shaping the industry for over 35 years. Twice receiving Investor Advisor Magazine’s Broker-Dealer of the Year Award, the experience at their Syracuse office and their many branches around the country has been defined by a winning combination of leading-edge technology and person-to-person service. As an independent broker-dealer, a Cadaret Grant financial professional can build strategic portfolios based on the specific needs of each individual client. We do not offer any proprietary products, so financial professionals are not pressured to sell specific funds or a family of funds. The wide array of investment vehicles available means they can choose to work with products best suited to meet your needs.
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Built by wealth management veterans to elevate the independent advisor category, Cadaret Grant has been shaping the industry for over 35 years. Twice receiving Investor Advisor Magazine’s Broker-Dealer of the Year Award, the experience at their Syracuse office and their many branches around the country has been defined by a winning combination of leading-edge technology and person-to-person service. As an independent broker-dealer, a Cadaret Grant financial professional can build strategic portfolios based on the specific needs of each individual client. We do not offer any proprietary products, so financial professionals are not pressured to sell specific funds or a family of funds. The wide array of investment vehicles available means they can choose to work with products best suited to meet your needs.
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