Securing your financial future requires focus and planning. Minimize your worries and let Place Trade Financial develop a comprehensive investment plan for your financial security. Take a step in the right direction.
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.
Your financial professional can help you develop an investment plan that is consistent with you personal goals and risk preference. As your needs change, you will have access to an experienced financial professional who will be at your side to keep your financial plan and investments on track. Also, there are no annual or wrap-account fees associated with Place Trade accounts.
Place Trade also offers a Wealth Management program for those investors in need of full time professional investment management. For a complete look at the services that Place Trade Financial offers, please visit the Products & Services page on our web site.
You will have convenient access to your account 24/7, either online or via touch-tone phone. Of course you may always contact a financial professional during regular business hours.
For more information call 1-800-50-PLACE.