When you decide to work with an independent H.D. Vest Advisor, you take a solid first step toward your financial goals. Our Advisors are highly ethical and trusted professionals who have success in the field. H.D. Vest Advisory Services® provides its Advisors with access to a full array of financial services, making it possible for them to objectively help you plan for retirement, prepare to send your children or grandchildren to college, and manage your financial risks.
You can think of H.D. Vest as the "back office." Your H.D. Vest Advisor meets with you to establish your goals and then recommends appropriate strategies. H.D. Vest then facilitates the processing of necessary paperwork, placement of transactions, and delivery of investment statements back to you.