Whether you are a proud do-it-yourselfer or you are in need of a competent financial quarterback to assist you with your investments, Place Trade Financial is the smart place to invest for your financial future. With well over a decade of experience in the financial industry, combined with careful consideration and regard for our clients, Place Trade Financial was created as a result of our commitment to investor independence and our continuing commitment to providing excellent investment advice. Place Trade is proud of its traditional values and as always, we will continue to treat you with the utmost integrity, loyalty and respect.
By meeting the changing needs of our customers, Place Trade Financial provides the ability for independent investors to make their own decisions and trade on a discount basis while at the same time, having access to an experienced financial professional when they need occasional investment advice. Place Trade also offers a Wealth Management program for those investors in need of full time professional investment management.
Place Trade Financial appeals to clients with various investment needs, by offering a range of products and services – including stocks, options, mutual funds, extensive fixed income securities, and no-fee IRAs. Additional services include Wealth Management, college and retirement planning, 401(k) rollovers and business retirement plans.
We look forward to the beginning of a long-standing relationship, which allows client flexibility and control, diversification of products and services, along with a significant reduction in costs. We are confident that Place Trade Financial, Inc. will further enhance your level of service and assist you in meeting your financial objectives.