Chadwick Bay Financial Services partners with Private Advisor Group
Chadwick Bay Financial Services, a financial advisory firm located in Dunkirk, announces it has accepted the invitation to partner with Private Advisor Group, the largest hybrid solution at LPL Financial, in terms of number of advisors and assets under management, and a leading provider of high-touch support and compliance oversight to independent financial advisers.
Private Advisor Group has been named to the 2017 Financial Times Top 300 Registered Investment Advisors list. “Private Advisor Group is an excellent fit for Chadwick Bay Financial Services and for our clients,” said David Zambotti, financial advisor of CBFS. “The relationship gives us infrastructure support which allows us to focus on our clients more. At the same time, the relationship allows us to be a part of a community of like-minded advisors where we get to share ideas and best practices while leveraging the largest broker-dealer in the industry,” according to Mick Dunning, financial advisor at CBFS.
Zambotti has 28 years of experience in the financial industry. Mick Dunning, Financial Adviser, has 13 years of experience in the finance industry. With both representatives being lifelong residents of the immediate area, they are dedicated to serving the ommunity around them.
Chadwick Bay Financial Services is a full-service independent financial firm who works with individuals and small businesses in the area. These services include financial advice, retirement planning, estate planning, wealth management, and life insurance needs. Whether the need is for wealth accumulation or wealth preservation, every decision is based on the specific needs of each client.
Private Advisor Group is today’s hybrid solution built to support successful independent financial advisors. It’s unique organization is designed to provide world class customer service, in-depth risk management and forward-thinking solutions. Advisers can expect extraordinary, personal support backed by the industry’s largest independent broker-dealer, enabling them to stay focused on their business.