Securities America welcomes Betcher Financial Group, a network of nine advisors with approximately $250 million in client assets.
Betcher Financial Group advisors operate from two locations. Founder and president Joe Betcher heads up the Sterling Heights, Michigan office. Matt Brosky, a 24-year industry veteran, leads the St. Clair, Michigan group. The two “are fired up” for robust growth and recruiting now that they are with Securities America, Betcher said.
Gregg Johnson, Securities America’s executive vice president of branch office development and acquisitions, said, “We are very pleased to announce Betcher Financial Group’s decision to join Securities America. Joe Betcher and his team have established a thriving and successful network by focusing on outstanding service and protecting their clients from risk. We look forward to supporting Betcher Financial Group as part of the Securities America family.”
Betcher Financial Group serves as a single source for a wide range of financial services for its clients, including retirement planning, investment management, estate planning, tax planning and asset protection. The firm focuses on tax-favored retirement funding, business insurance planning, and income and wealth replacement strategies. Betcher’s philosophy is that the foundation of a solid financial plan should be guarding against loss of income.
Betcher, a significant life insurance producer, said, “Betcher Financial Group has become a trusted source of financial guidance by focusing on income planning for our clients and by understanding that the first priority for most investors is safety. With its excellent technology platform, established position as a retirement income planning thought leader, and ability to support our team while also empowering us to operate independently, Securities America provided a uniquely compelling value proposition for our group. We knew Securities America was the ideal partner to help us take the next step in our growth trajectory. We look forward to collaborating with their team to expand our recruiting efforts and our businesses, and to further elevate the exceptional service experience we provide our clients.”
Mr. Johnson concluded, “One of our key areas of focus in working with large producer groups is to provide seamless support for their recruiting efforts. We are eager to help Joe and his team progress toward their goal of growing their business through expanded recruiting in concert with a truly independent advisory and brokerage partner that gives them full operating autonomy while providing full support for their insurance and advisory-focused model.”
For more information contact:
Michael Dugan / Jessica Caris
Haven Tower Group
424-652-6520, ext. 106 or 104
mdugan@haventower.com or jcaris@haventower.com
