Brokerage Specialists, Inc.

Client Experience Events

Hello and Welcome to our client experience events,

Our firm really wants to take the time to Thank our clients for allowing our firm to manage your retirement & Investments. We have been really been blessed by the clients we work with each day. The truth is it is hard to meet quality individuals in the area.

We would like to also to give our clients an opportunity to introduce our firm to their friends and relatives so they may want to receive the concierge experience our clients receive and be invited to future events like these.

We only offer these client events to our customers and their guests as a way to meet individuals like our clients that may need a financial advice. Did you know that in this area our firm is one of 2% that only offer advise and management services, the other 98% offer securities for sale and collect commissions from the large investment companies for selling their securities.

We believe this compromising you as an investor. Our firm is committed to only you the client and want you to always know that we work for you.

Here is a list of our events for this calendar year, you will also receive our firms American Lifestyle or Start Healthy magazine and has future events listed.

Complete the registration for your attendance at one of these events: Thank you for considering attending some or all of our events, Please let us know if we can help make any of these events special for you if you are celebrating a special time like Birthday or anniversary let us know. We also want to give you an opportunity to bring a friend or couple to the events that you choose.

Sincerely,

Todd E. Hoins

Teresa L. Roessler

About
Happy Couple

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Brokerage Specialists, is a Nebraska Registered Investment Advisor serving the Nebraska communities. We provide financial planning and asset management service through professional money managers.

We manage financial planning services for our clients with fiduciary based principles that help your retirement & investments, each of our clients are given a risk-based assessment test www.bsicolorofmoney.com to help our firm understand their own personal risks & concerns about their money.

Our firm provides investors custom-tailored investment strategies to meet short- and long-term needs. Our goal at Brokerage Specialists, is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

We empower you to let our firm help you navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large businesses.

*Insurance offered through Brokerage Specialists, Inc.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brokerage Specialists, Inc. dba Brokerage Specialists and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Brokerage Specialists, Inc. an Investment Advisor in the State of Nebraska. Insurance products and services are offered through Brokerage Specialist, LLC, an affiliated company. Brokerage Specialists, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Nebraska or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

This information is not tax, legal, accounting, or estate planning advice and you should consult your own attorney, accountant, or tax professional. The content on this website is for informational purposes only and should not be used to make any financial decisions.

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