Corporate Providers

Independence - As a Registered Investement Advisor, we consider every aspect of your financial life. From the first day we opened Targeted Financial Services, we consciously choose to be independent - meaning that we can select the most suitable investment and insurance programs from a variety of companies. We have no inventory of financial products to sell, nor are we obligated to any brokerage house, money management firm, mutual fund, insurance company or bank. That independence affords us the ability to offer you completely impartial advice to fulfill your financial needs.