Preferred Financial Group Merges Advisors with Ensemble Financial Services
Preferred Financial Group announced that it has chosen Ensemble Financial Services to support its financial advisors.
Rochester, NY, March 15, 2009 --(PR.com)-- Preferred Financial Group announced that it has chosen Ensemble Financial Services to support its financial advisors.
“Providing world-class client service in today’s investment environment requires a significant investment in technology, research, and support, and smaller firms can no longer afford those resources on their own” said Elliott Mibaum, President of Preferred Financial. “Pooling our resources with scores of other advisors by utilizing Ensemble’s back office puts those resources within our reach.”
Ensemble Financial Services supported more financial professionals in the Rochester area than any other firm according to the Rochester Business Journal* before this announcement, and the additional 10 practitioners from Preferred Financial widens the gap between them and the next largest firm. “While our national footprint is growing all the time, Rochester remains our home town and we are excited that our presence here continues to expand” reported Stephen Wershing, President of Ensemble. “We have known some of the people at Preferred for a long time, have always respected them, and are thrilled to have them on our platform.”
Practitioners who had worked through Preferred Financial will retain their own business names and locations, and Ensemble will now assume the operational, trading and regulatory aspects of their businesses.
About Ensemble Financial Services, Inc.
Ensemble Financial Services is the leading outsourcing company for independent financial advisors. Financial advisors who run their own businesses look to Ensemble to provide everything they need to keep their businesses running so they can invest their time working on client service. Ensemble’s virtual staffing services, comprehensive technology suite, operations and clearing services, and broker dealer provide a comprehensive solution for financial advisors, especially valuable to advisors transitioning from being an employee to establishing their own business. Headquartered in Pittsford, New York, Ensemble is a subsidiary of Tompkins Financial, recognized by The Staton Institute(R) in the 2009 Edition of America's Finest Companies(R).
* According to the “Top Local Brokerages” list published in the September 26, 2008 issue of the Rochester Business Journal.
“Providing world-class client service in today’s investment environment requires a significant investment in technology, research, and support, and smaller firms can no longer afford those resources on their own” said Elliott Mibaum, President of Preferred Financial. “Pooling our resources with scores of other advisors by utilizing Ensemble’s back office puts those resources within our reach.”
Ensemble Financial Services supported more financial professionals in the Rochester area than any other firm according to the Rochester Business Journal* before this announcement, and the additional 10 practitioners from Preferred Financial widens the gap between them and the next largest firm. “While our national footprint is growing all the time, Rochester remains our home town and we are excited that our presence here continues to expand” reported Stephen Wershing, President of Ensemble. “We have known some of the people at Preferred for a long time, have always respected them, and are thrilled to have them on our platform.”
Practitioners who had worked through Preferred Financial will retain their own business names and locations, and Ensemble will now assume the operational, trading and regulatory aspects of their businesses.
About Ensemble Financial Services, Inc.
Ensemble Financial Services is the leading outsourcing company for independent financial advisors. Financial advisors who run their own businesses look to Ensemble to provide everything they need to keep their businesses running so they can invest their time working on client service. Ensemble’s virtual staffing services, comprehensive technology suite, operations and clearing services, and broker dealer provide a comprehensive solution for financial advisors, especially valuable to advisors transitioning from being an employee to establishing their own business. Headquartered in Pittsford, New York, Ensemble is a subsidiary of Tompkins Financial, recognized by The Staton Institute(R) in the 2009 Edition of America's Finest Companies(R).
* According to the “Top Local Brokerages” list published in the September 26, 2008 issue of the Rochester Business Journal.
Contact
Ensemble Financial Services
Susan Herendeen
585-419-1010
www.ensemblefs.com
Susan Herendeen
585-419-1010
www.ensemblefs.com
Contact
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