Testimonials
"What I have found to be the strength of World Equity Group are the people who work extremely hard on my behalf to make sure that I have what I need to be successful. The firm has a staff that is responsive, flexible, motivated and committed to making the interaction with the home office one that is based on honesty, fairness and the openess and access to talk to the decision makers. They are quick to respond and make decisions and have always met or exceeded what they have said they would do. This is a firm that understands that I am their partner and client and work hard to make sure that I have every opportunity for success."
Scot Sageser MBA, ChFC
"Having been a part of WEG over the past 7 years, I have really enjoyed the personal attention to detail and service that they bring to the table for my business. As a focused and driven independent advisor, I need to know that my broker dealer has their processes in order so I can work on providing the best experience for my clients and growing my business. WEG allows me to accomplish this and I would recommend that you consider them as your capable broker dealer of choice."
Joseph A. Clark CFP, RFC
“… I have been an MDRT Top of the Table member for 22 years and needed a Broker/Dealer that would enable me to service all of my markets…World Equity Group has provided me the opportunity to not only service my markets but to expand them…”
Barry N. Link CLU, ChFC
"I came to WEG from another broker/dealer after being in the financial services business just one year. From day one, all the leadership and support personnel at WEG were enthusiastic about helping me develop my practice… They [WEG] are responsible for me being able to double my book in the first eight months of being associated with them...”
Charles Brown
“I feel fortunate to be part of World Equity Group. The staff continuously provides resources and information to assist me as I grow and maintain my practice. I am totally confident that as I do business, it will be processed in a prompt and efficient manner. My productivity is only as good as the support I receive from the home office, and in my case, it could not be better.”
John Kwasny RFC BCE
“Coming from a very large Broker/Dealer, the transition to World Equity Group has been a breath of fresh air. The people here understand what advisors do and what we need to be successful. Before joining WEG, a B/D was nothing more to us than a necessary evil. Now, and I never thought I would say this, we have a B/D that is actually a partner to us, helping us grow our business. Versatile, reasonable, responsive, value-added – World Equity Group is the right place for Infinity Wealth Management, LLC.”
Mark J. Strefner
Senior Partner - Infinity Wealth Management, LLC
"I have been most impressed with World Equity Group's forward thinking and their vision for the long-term growth of their independent advisors. I have found that, in addition to a back-office committed to prompt service and follow through, their state-of-the-art technology options have allowed me to spend more time servicing clients and recruiting new ones.
This broker dealer is "ahead of the curve" in its product offering of alternative investments that help me be more competitive in the market place. I so much appreciate the monthly educational seminars offered to advisors on a wide variety of financial topics and products."
Linda Ianuzi Hess, CDFA
Contact us today to learn more about changing broker dealers and joining WEG
