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Mecca On Money

Independent, Unbiased Advice You Can Trust

Trust  -  Integrity  -  Passion

Active Clients Have an Advantage
By Using Our Discount Broker

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:

  1. 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.
  2. Excellent Personalized Service.......friendly and capable experts treat valued clients on a red carpet and preferred status basis.
  3. Wide Array of Investments Available.......in your account, we may properly diversify and offer various assets acceptable to your personal risk tolerance.
  4. 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.
  5. Discount Trades.......the cost is under $20 regardless of size of investment. 
  6. 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.
  7. Communication Ease.......you can trade online or via toll-free phone call.
  8. Ability to Review Your Assets Online.......visit your account at your convenience.
  9. 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.
  10. 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.
  11. Quality Reputation.......highly rated in the industry.  Satisfied clients can attest to this.
  12. Excess Insurance.......maintains an optional $25 million above the required SIPC insurance.
  13. Ability to Transfer Money.......clients can automatically receive money as they wish or can make investments directly to their account.
  14. Automatic Credits.......dividends and interest are credited automatically to your account.
  15. Sweep Cash Balances.......cash can be quickly swept into a money market for ready cash needed.
  16. Reporting.......you receive TradePMR confirmations after trades plus periodic statements.
  17. Tax Documentation.......you receive a consolidated 1099 and other tax documentation.
  18. No Referral Fees.......your interests are always placed first.
  19. Full Control of Your Money.......you retain control.  We monitor, analyze, and suggest strategies.
  20. Simplified Finances.......finances are simplified and your money works harder and smarter towards building financial security.

 

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