Our Services
As part of a larger national footprint, our team provides a ready resource when you need solutions. Bennett, Mastin & Kosmak is the key component for the growth of your investment program. Our dedication to meeting the needs of your client, coupled with our focus on creating a mutually beneficial partnership with the Financial Institution and the Financial Advisor are unique in the industry!
Benefit to your Practice
- Program strategy and development provided by partners who know your business.
- A compliant investment program that delivers effective financial solutions for your clients. Our Principals personally review all business submissions by the Financial Advisors for suitability and appropriateness.
- Bennett, Mastin & Kosmak works with you in creating a brand that is consistent and complimentary with the existing Financial Institution brand.
- Technical support and education which integrates the technology and wealth management tools that drive the financial services program at your Financial Institution.
- Resource Desk and Advanced Planning services provided by Bennett, Mastin & Kosmak, and Cetera Wealth Services.
- Brokerage operations support provided by Bennett, Mastin & Kosmak, and Cetera Wealth Services.
