A complete list of active advisors currently associated with 77 Financial Group

Warmer can help you find a great advisor at 77 Financial Group or one who fits your needs even better.

77 Financial Group serves individual investors as well as retirement plans, trusts, estates, charitable organizations, and business entities, offering fee-based investment advisory and financial planning services alongside pension consulting. The firm also provides tax and accounting services under a related business name and makes those accounting services available to advisory clients. The adviser generally manages portfolios on a discretionary basis using a tactical allocation approach intended to reduce risk and seek improved performance, employing fundamental, technical and cyclical analysis as appropriate. Its investment toolkit includes exchange-listed and over-the-counter securities, mutual funds and ETFs, options strategies and the use of margin/borrowing in client accounts, and the firm may recommend cash positions or targeted stock selections for hedging, income, or sector weighting purposes. Distinctive features include a firm-published newsletter available by subscription to non-clients, an affiliation with accounting professionals (including arrangements in anticipation of a merger with another CPA firm), and a stated willingness to provide educational seminars and participant fiduciary advice under the Pension Protection Act. The brochure discloses the firm’s combined advisory and accounting activities and acknowledges the potential conflicts that dual services can create, along with its procedures for disclosure and oversight.

To learn more about the advisors currently working at 77 Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.