New Broker-Dealer Vendor Adds Technology & Service for EFG Clients

May 19, 2023News & Events

We are excited to announce a broker-dealer change here at Encore Financial Group: we have chosen to be affiliated with Osaic Wealth. Osaic Wealth is a part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals. We are choosing to align ourselves with Osaic Wealth to take advantage of their state-of-the-art technologies, personalized service, and broad-based operational support.

Not much is changing on the outside- our name, addresses, phone numbers and email addresses remain the same as well as our commitment to our clients’ financial goals. It is a vendor change to maintain our dedication to compliance and robust technology for our clients. This transition won’t cost our clients anything or change their underlying investments. Our team is committed to providing the same level of service our clients have come to expect.

Clients are receiving communication soon with information on what’s next. Please feel free to reach out to us via phone or email if you have any questions or concerns. Thank you for your trust and friendship.

We look forward to continuing to help people and businesses in our communities achieve and maintain financial independence.

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