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TCFG offers a comprehensive suite of services to enable advisors to offer their customers unparalleled choices and reasonable costs.

  • Fully independent: no limitations on product selection or investment type
  • Access to our three full-service companies covering brokerage, investment, and insurance
  • Industry’s latest technologies for back-office support 
  • 100% paperless account opening, reporting, and management
  • Compliant electronic document storage
  • Freedom to design strategies and create and manage your own models
  • Asset management and support across a full spectrum of products and investment types
  • Expert back office support with rapid account opening (within 24 hours) 
  • Higher payouts and lower costs
  • Cost reductions on model management services and trading systems

Beyond service, TCFG offers a culture that is built on community rather than cutthroat competition. Advisors, located throughout the United States, are the majority owners of TCFG and run the firm. Quarterly meetings bring advisors together and allow relationships to form and deepen, building a culture that focuses on mutual success.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (949) 365-5830