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To assist us in providing top quality service, we network with a
discount broker. Because we value each client and their
hard-earned money, we carefully selected a broker of quality reputation
and high integrity. Our clients worked hard for their money and desire
personalized attention. They've placed their financial
future in our hands and we provide them with the personalized attention they
desire. This is why we've aligned our services with an elite
and prestigious discount broker, TradePMR. They offer premier services to select financial advisors
such as Robert A. Mecca & Associates, LLC. Our clients have the opportunity to use
the broker platform and will receive the following
advantages:
- Ease of Opening an Account.......account
applications are completed on your behalf. Assets can be moved
from previous institutions in like kind without selling assets, if you
prefer.
- Excellent Personalized Service.......friendly and
capable experts treat valued clients on a red carpet and preferred status basis.
- Wide Array of Investments Available.......in your
account, we may properly diversify and offer various assets acceptable
to your personal risk tolerance.
- Not Pay Loads on Mutual Funds.......in establishing
your asset allocation, we will use a variety of high powered mutual
funds - load and no-load. The load is waived so you don't pay
commission.
- Discount Trades.......the cost is under $20
regardless of size of investment.
- Consolidated Statements.......even though we will
build your portfolio with various asset classes and family of funds, you
receive one consolidated statement for financial simplicity.
- Communication Ease.......you can trade online or
via toll-free phone call.
- Ability to Review Your Assets Online.......visit
your account at your convenience.
- Continual Account Monitoring.......as your financial
advisor, we have the capability to monitor and evaluate your portfolio
online. Having a CFP watch investments 24/7 is a big advantage.
Plus, we can also implement investment transactions on your behalf.
- Leverage.......our firm has nearly $100
million with TradePMR. Should any questions or situations arise,
we can contact the president directly to quickly and smoothly resolve.
- Quality Reputation.......highly rated in the
industry. Satisfied clients can attest to
this.
- Excess Insurance.......maintains an optional $25
million above the required SIPC insurance.
- Ability to Transfer Money.......clients can
automatically receive money as they wish or can make investments
directly to their account.
- Automatic Credits.......dividends and interest are
credited automatically to your account.
- Sweep Cash Balances.......cash can be
quickly swept into a money market for ready cash needed.
- Reporting.......you receive TradePMR confirmations
after trades plus periodic
statements.
- Tax Documentation.......you receive a consolidated
1099 and other tax documentation.
- No Referral Fees.......your interests are always
placed first.
- Full Control of Your Money.......you retain
control. We monitor,
analyze, and suggest strategies.
- Simplified Finances.......finances are simplified
and your money works harder and smarter towards building financial security.
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