A Few Words From Our Advisors
Our goal is to build long-term relationships with our advisors based on a solid understanding of their business needs and growth objectives. With virtually 0% turnover in advisors and home office staff, we’re passionate about our work, and we think we do a pretty good job. But don’t just take our word for it … see what our advisors are saying about us!
“Thank you and your staff for making the National Conference such a pleasant and educational event.”
Triad Representative since 1998
Marietta, GA
“Making the transition to an independent [broker-dealer] was the best decision I’ve made and affiliating with Triad was a huge part of the success. I’m very pleased with how everything has gone over the past 2 years and hope for several more years of mutual success.”
Triad Representative since 2009
Cincinnati, OH
“I feel blessed to be associated with the Triad Family. Such a terrific change from the wire house world. Your team is top notch.”
Triad Representative since 2010
St. Louis, MO
“We are so impressed with the amazing job you have all done with our transition. If you have other potential advisors who are as skeptical as we were, have them give us a call. You have far exceeded our expectations and even our best dreams for this transition.”
Triad Representative since 2010
Winter Park, FL
“Thank you so much for providing support for our client appreciation gala. We believe it was a tremendous success and thanks to your contribution and participation, it was just that more successful. We certainly appreciate our partnership with Triad and look forward to a profitable and rewarding future.”
Triad Representative since 2007
Cincinnati, Ohio
“This is the first time I’ve ever worked with a Broker-Dealer who made me look good to my clients. It’s really great to work with people like you.”
Triad Representative since 2000
Atlanta, Georgia
“Just a note to tell you the transition to Triad was made easier by everyone in your back office. You have wonderful employees who have been terrific in answering my questions and fixing my problems.”
Triad Representative since 2003
Tequesta, Florida
“The flexibility and willingness to work with the advisors that Triad displays continues to amaze me. I appreciate your receptiveness to new companies or products in a changing marketplace. Your flexibility and ‘can do’ attitude shows me that Triad is a cut above.”
Triad Representative since 1998
Monroe, Louisiana
“I just wanted to let you know that I appreciate the way you communicate with me and the professional way in which you handle things. It is never easy to deal with so many reps and assistants, so many clients and funds. … You do an exceptional job keeping us on our toes. And I thank you!”
Triad Representative since 1998
St. Louis, Missouri
“From time to time you receive requests from me personally or from other individuals in our office to research an IPO, or antiquated stock certificate, or some other minutiae of the securities business. You always do so efficiently, willingly and with good cheer. I want you to know that it is appreciated.”
Triad Representative since 1999
Birmingham, Alabama
“Everyone at Triad is always helpful and pleasant to deal with. I am extremely pleased with the change I made to Triad a little over a year ago. I look forward to continuing to grow with you guys.”
Triad Representative since 2002
Pittsburgh, PA
“May I say that you have the most helpful and responsive staff I have ever had the opportunity to interact with in my 15 years in this industry. Congratulations on your personnel choices and on the philosophy you have obviously conveyed to your staff.”
Triad Representative since 2001
Charleston, South Carolina
“My staff continues to marvel that a live person answers the phone and that Triad staff return phone calls within minutes when available and within the next day when out of the office. We are ecstatic about our move to Triad, and the honeymoon just doesn’t seem to be over. Thanks!”
Triad Representative since 2000
Park Ridge, Illinois
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If you would like to confidentially explore a relationship with Triad Advisors, please contact us at 800-720-4003.