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Becoming A Client PDF Print E-mail


It was once said, “It’s not how big you can become, but how small you can stay.”

Taking care of our existing clients is our first priority, and therefore we are quite careful about the number of new clients we add to The Brauner Company family each year.

Prospective clients are offered a complimentary introductory meeting, at which time we will jointly assess if there is a good fit between The Brauner Company and the prospective client. Our promise is that, regardless of the outcome of the meeting, the prospective client will receive value for the time invested. If you are planning for, or currently experiencing, a major life transition, and would like to investigate how an independent, family-owned firm might provide guidance on the financial and lifestyle aspects of the transition, we invite you to call or email us to schedule a complimentary introductory meeting.

 

Securities offered through Securities America, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Fritz Brauner (CA Insurance Lic. #0671627) and Sue Brauner (CA Insurance Lic#0707989), Registered Representatives. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Fritz Brauner and Sue Brauner, Investment Advisor Representatives. The Brauner Company and Securities America, Inc. are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.