Individual, Customized Service.
Being a family-owned broker/dealer and investment advisor has its advantages. We provide portfolio management in St. Louis, closely monitoring each client portfolio and taking the appropriate steps needed. Our personalized service eases the burden of portfolio management in many ways, including simplifying your account, transferring assets, and coordinating financial plans with your accountant or attorney.
We keep you informed.
Accurate information is key to intelligent investing. As expert investment advisors, The Garbacz Group is linked to worldwide financial markets via sophisticated information systems. We’re able to provide comprehensive data including research analysis by financial experts around the world, meaning you get this information right when you want it!
Your objectives are our objectives.
For our wealth management solutions, we utilize stocks, bonds and mutual funds to provide income and growth that align with your financial needs. We will provide guidance, reduce your taxes, prepare for retirement and increase your income. For businesses, we can design and make investment recommendations to fund your company’s pension, profit sharing 401(k) plans and retirement plans. Whatever your goal, you can depend on The Garbacz Group for appropriate financial planning in St. Louis.
Financial Strength and Security.
Our partnership with Pershing allows for complete security for our clients. Securities held in custody by Pershing for your account protects each Garbacz client up to $500,000, of which $250,000 can be cash. Pershing provides coverage in excess of SIPC limits from certain underwriters in Lloyd’s insurance market and other commercial insurers up to $1 billion for eligible securities and $1.9 million cash over all the client accounts.