Be In Business For Yourself, Not By Yourself.
What does being independent mean to you?
Do you feel like your broker-dealer is holding you back from achieving true independence in your financial services practice? If you and your broker-dealer have different ideas about independence, it may be time to consider a change.
At Hazard & Siegel, we believe in fiercely independent thinking. We provide our financial representatives with the tools, resources, and support necessary to build their own brand and client base. Our approach is customizable, giving our representatives the freedom to provide the best possible solutions for their clients.
If you’re feeling restricted by your broker-dealer’s approach, come see what it’s like to work for a company that values independence and empowers its representatives to take control of their own success. We believe that our fiercely independent approach sets us apart from other financial services firms, and we’re proud to offer a dynamic and rewarding career path for those who share our values.
So if you’re ready to break free from the limitations of your current broker-dealer and pursue a truly independent practice, Hazard & Siegel is the firm for you. Join us and see what it’s like to work with a team that supports your goals, respects your unique approach, and gives you the tools you need to succeed.
CHART YOUR PATH TO TRUE INDEPENDENCE
It all starts with you. What do you want your practice to look like? We will help you define the vision for your future.
Our implementation team will work with you to get you started. Our experts are here to get you up and running.
Start out strong! Working with our senior financial experts, we will help you develop a strategic plan for you and your clients.
Live your dream and be part of our Fiercely Independent network of financial professionals. We’re always here for you.
Essential Services That Help You Succeed
Our broker/dealer service offers financial professionals a better professional experience. Through strategic financial planning, common sense regulatory compliance, training programs, and marketing support. We help optimize performance by streamlining workflow & paper work, so you can focus on building relationships with your clients and grow your business.
- Common Sense Compliance
- Streamline Workflow & Paperwork
- Ongoing Training & Education
- Wide Range of Investment Options
- Friendly & Professional Culture
Registered Investment Advisory:
What makes us different? We provide multiple RIA channels and platforms. It’s not up to us, you make the choices that are best for you and your clients. With a focus on transparency and fiduciary responsibility, our registered investment advisory service allows you to build trust with your clients and provide them with personalized advice.
- Multiple RIA Channels & Platforms
- Custom Portfolio Planning
- Responsive Senior Management
- Proven Track Record of Success
- Transparent & Competitive Fees
Hazard & Siegel insurance services provide you with options for life insurance, annuities, disability income, and long-term care. Our team of financial and insurance experts helps protect your clients and offer financial security in the future.
- Full Range of Annuity Products
- Disability Income
- Long-term Care
- Life Insurance Expertise
Client Management Systems:
Our client management systems provide financial professionals with the tools they need to manage their client relationships more effectively. Our CRM features automated workflows, customizable reporting, and integrated marketing tools, allowing you to streamline your business operations and provide a better client experience.
- Cloud-based CRM
- Electronic Application System
- Electronic Signatures
- Custom Reports
- Web & Video Conferencing
Our marketing support services provide financial professionals with access to modern marketing resources, including social media, digital marketing, brochures, and web pages. With support from our team of marketing experts, you can build your brand, attract new clients, and maintain your existing client base.
- Professional Website Profile
- Free Brochures & Business Cards
- Social Media Support
- Digital Sales & Marketing Tools
The Hazard & Siegel Difference
At Hazard & Siegel we approach the business differently. We believe in fostering a sense of belonging, community, and true independence among our financial professionals. As a member of our team, you can expect to work collaboratively with us to enhance your business and nurture the growth of your unique brand. Our comprehensive support system provides high-quality products, consultation services, compliance management, marketing assistance, and training resources to help you succeed. We pride ourselves on simplifying your workflow and removing any barriers that may impede your progress. Unlike larger organizations that restrict your freedom of choice, we offer a more flexible approach that prioritizes your needs and goals. At Hazard & Siegel, we strive to make you feel like part of our family, and we’re committed to helping you achieve your full potential.
But the best way to understand the Hazard & Siegel difference is to talk to us and experience what being a true independent financial professional really means.