What We Do :: Our Resources & Investments
…our Practice has always centered on what is in the best interest of you, our client!
The product sponsors available to us include some of the finest investment companies available, giving you a wide range of top-tier investment products to choose from for YOUR specific situation. After carefully analyzing your individual investment needs, we may offer you a variety of suitable mutual funds, variable annuities, insurance products, real estate investment trusts (REITs), limited partnerships, stocks and bonds.
In addition, you can always feel comfortable that your trades will be processed efficiently and effectively. Our Broker/Dealer LPL partners with Pershing LLC, one of the most highly respected companies in the financial industry, as our clearing firm to execute the trades that your Investment Professional places on your behalf. Pershing LLC is a member of the BNY Securities Group and is a subsidiary of the Bank of New York Mellon Corporation.
Folse Financial Investment Professionals all adhere to regular Continuing Education course requirements, and attend frequent seminars and annual conferences to increase their understanding of the latest financial trends, regulations, and changes in the industry. In addition, our Investment Professionals have access to ongoing formal and informal training on our Broker/Dealer’s internal and external technology applications; proprietary tools; investment products; and financial services in order to offer you the best possible service and support.