Why choose TLG?
-a word (or two) from our advisors-
Why TLG?
We provide the personal service of an independent firm with the broad portfolio offering of a large broker-dealer.
We never lose sight of what makes us great - our advisors, who we treat as an extension of our family.
Jim Raabe | Mercer Island, WA
Raabe & Associates
Farid Mokhtarian | Torrance, CA
KYLAS Financial Services
"Working with The Leaders Group has allowed me to implement my vision and how I like to run my business… I am grateful for that."
Scott Marshall | Jackson, MS
Rivertree Financial Planning
Ed Wadsworth | Davidson, NC
The Wadsworth Group
"I was a representative for 3 broker/dealers before I joined The Leaders Group. I will finish my career here because the Principal, Dave Wickersham, has created with representatives a business partnership culture unlike any other."
Tim Gelinas | Marietta, GA
Senior Financial Planning
Steve Caldara | Denver, CO
Caldara, Wunder and Associates
"It seems in our industry that the producer and the broker/dealer are constantly in conflict with each other. I hear that from many of my industry colleagues. What a breath of fresh air The Leaders Group has been – not just recently, but for the sixteen years I’ve been a member."
