One of the fastest-growing Independent Broker-Dealer (IBD) in financial services announces its new partnership with Joseph Grutta, CEO of JAG Financial Services.
Joseph Grutta, CEO of JAG Financial Services. Grutta brings with him over 35 years of experience in diversified financial and tax services.— Peak Brokerage Services, LLC, one of the fastest-growing Independent Broker-Dealer (IBD), and Blackridge Asset Management, a registered investment advisor (RIA), announces its new partnership with
“After a lengthy search, I chose to partner with PEAK Brokerage Services because of their collaborative culture, technology integrations, and powerful advisory platform,” said Joseph Grutta, Certified Financial Planner and IRS Enrolled Agent. “This will allow me to provide an elevated level of service and truly customized plans for every client. Additionally, their technology platform will provide faster processing of transactions.” Grutta has been featured in Forbes as an industry expert.
"PEAK Brokerage Services proudly welcomes Joseph Grutta to our family of independent financial advisors," states President and CEO, Matt Myers. "Joseph has built a respected business, and we look forward to providing the latest technology and marketing support to assist him in operating more efficiently. He represents exactly what we look for when expanding our national network of advisors, and we are excited he chose PEAK Brokerage Services for this next chapter of his business. His extensive tax knowledge and overall financial qualifications make Grutta a valued addition to PEAK Brokerage Services.
"About Joseph A. Grutta: He has been a Certified Financial Planner professional since 1984. As an IRS Enrolled Agent (EA), he is permitted to offer professional tax advice to his clients. Joseph also has a Series 65 securities license, which allows him to offer advisory services, and a Series 7 license, allowing him to manage client investments. He serves a wide variety of individuals and small businesses with a full complement of insurance, annuity asset protection, financial planning, tax planning, tax preparation, and IRS representation services. Unlike many large firms today, Grutta continues to build JAG Financial on personal relationships and referrals from friends and existing clients.
Video URL: https://youtu.be/Ug7TDigRvPY
Release ID: 88996568