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Testimonials
Home Office Support
Kumud Gandhi, CPA
Rep since 1986
Working with H.D. Vest's Retirement department is working with the best. I do not have to know all the IRS codes because I can rely on you. You're the best and do a great job in helping tax professionals because you're technical and understand our needs and concerns.
Jeff Ressler, CPA
Rep since 2005
I just wanted to send my gratitude for the fine job in the New Business area with my transition. You have been very professional, friendly and helpful, and most importantly, followed up every detail. I had a time limit to getting all of my paperwork completed, and you made sure that it was completed in plenty of time. I look forward to working with more of the fine professionals at H.D. Vest in the future. I have been very impressed with your organization. Thank you!
Anthony D'Ambrosio, CPA
Rep since 2005
I am currently in U-4 status waiting to take the Series 66. I just want to quickly comment on the professionalism exhibited by your recruiting reps. They have courteously answered each of my many questions and then some. They go above and beyond in their duties and it is greatly appreciated. These reps are certainly an asset to your organization and should be recognized accordingly. More accolades to follow, I'm sure.
Al Leger, CPA
Rep since 1993
H.D. Vest, you are really starting to impress me with all of the great things you guys are doing. It is the little things that make a big difference to people.
Howard Wilner
Rep since 1987
Thanks to H.D. Vest for hooking me up with Wells Fargo Private Banking in Chicago. I have been looking for an opportunity since the WFI acquisition of H.D. Vest to gain a Wells Fargo banking footprint in the Mid-Atlantic in order to provide clients with an option to the large east coast banks. In doing so, we will have the opportunity to compete for assets under those banks' management that is used to collateralize lending relationships. H.D. Vest provided me with WFPB, and they have already responded by sending in a rep to Baltimore to meet with a client that, if we are successful, may unlock over $4 million in assets for us to manage. Win, lose or draw, the relationship is just what we need back east to compete. So thanks to H.D. Vest for a job well done!
Gina Stevenson
Rep since 2005
My Financial Planning consultant at H.D. Vest has already contacted me, and we have gone over what I am doing and why. I have complete confidence in him. He has been tracking my progress and offering suggestions throughout this entire process. He has given me the confidence to say to my client, "Next we need to look at this." He is with me every step of the way, and he also has gone out of his way to help me.
Joe Bonfiglio
Rep since 1992
The insurance area of H.D. Vest has been providing Star Service. From tele-underwriting through the CSL activity and updates, I have been very pleased and fortunate for their help. This summer I had the opportunity to place some larger cases that required extensive follow up. I needed some extra hand holding on these cases and the outcomes are fantastic. I am looking forward to doing a lot more insurance because it is easy with the help provided by the insurance services group.
Joe Battaglini
Rep since 1999
The support people are incredible! Build deeper relationships with tax clients. The people! Client "stopped in" with a $50K check!
Randy Monk
Rep since 2001
The people who work for Vest are some of the most professional and friendly folks in the industry. I know that if I have a question or concern, it will be handled quickly and with great courtesy.
Perry Acuff
Rep since 1999
Vest has made me a better professional and given me encouragement to get more education and additional professional designations. They have a desire to keep me up to date with technology and a motivation to partner with me to help me solve my clients' needs.
Steve Morris
Rep since 1989
H.D. Vest has helped me maintain and build my client relationships by providing me with complete and comprehensive service to my clients. They set extremely high ethical standards. No sales minimums. Just do what's in the client's best interest.
David Cuestas
Rep since 2004
As a fairly new Rep, the support system to help sort through requirements is superb. The process and attitudes with support are extremely professional.
Earl Romero
Rep since 1992
This is an opportunity to work with an organization that understands how accountants think and work. They are willing to accept or consider recommendations or ideas from the Rep force. H.D. Vest has changed the way I do business. As a result, my income has increased and the market value of my practice has more than doubled.
Training
Chris Pakos, CPA
Rep since 1999
I just want to pass on how wonderful everyone was at the Financial Planning Institute in Atlanta. They were able to work with us and show us how to improve our delivery skills without being critical or negative. Additionally, it was great to be able to give them feedback. In talking with them at lunch and during breaks, they also made me aware of information that is available on HDVLink® that I did not know was out there. They were extremely helpful.
Kevin McGregor
Rep since 1994
I want to thank H.D. Vest for leading an excellent advisory summit in Menlo Park this past August. I didn't realize just how effective your training was until I went back to the office and applied it. Since the summit, I have signed three new VestAdvisor® accounts and have two more that will probably sign in the next two weeks. You helped me understand the benefits of advisory accounts and when they should be used instead of regular commission accounts. You also taught us about using the quarterly meetings to help clients with other financial planning issues. As a result, I now offer each new advisory client a green H.D. Vest binder, and each quarter I work with them on different aspects of financial planning (using the VestPlan SolutionsSM modules) and put the write-ups in the binder. That way, after about six quarters, the client ends up with a written financial plan. Showing prospects that they get more than just investment management for the advisory fee has helped me close three new accounts in two months. You made the advisory summit well worth the time and money I spent.
Tom Grayson
Rep since 1999
H.D. Vest is unique. They prevent their clients from unknowingly paying more than their share to the IRS. H.D. Vest Advisors are provided with continuous high-quality education. A Vest Advisor is kept informed. The Compliance department makes it impossible to "mess up." Upon reviewing a small-business retirement program, I was confident when presenting to the employer and his employees; our plan was the most appropriate for the business.
Pat Johnson
Rep since 1989
This is the best thing you could do for your clients and for yourself. H.D. Vest has continuously challenged me to learn more and keep current so that I can continue to add services that benefit my clients. Adding financial advisory services has made me a better Rep, and H.D. Vest has always been there to help me get the job done right. H.D. Vest strives to help me be more professional and efficient. They are willing to listen to my suggestions and always do their best to improve my chances for success.
William Landers
Rep since 1993
Vest is a company that provides very good support for beginning and advanced Reps. Vest is constantly looking to stay ahead of the curve in the financial services industry. I am able to move at my own pace. The Financial Planning Institute gave me a jumpstart for 2005 and the future.
Why Add Financial Services?
Steve Johnson, CPA
Rep since 1988
Read how Steve Johnson used financial services to diversify his practice and strengthen his relationships with his clients. Read the full story.
Lynn DeRouen
Rep since 1998
H.D. Vest immediately jumped on an issue with my own 2004 SEP and helped me to preserve my deduction. They treated the situation with the same urgency as if it had been their own account, and I am appreciative.
Charlie Moore, CPA Rep since 1999
I would like to compliment H.D. Vest on all the great instruction and guidance you have given me in regard to the advisory account services. You have done a terrific job in helping me to get my first advisory account set up in the HDVLink system. Thank you!
Neal Bittner
Rep since 1987
When I met with my client, Terri, I asked her how the teleunderwriting interview was, and we completed the survey card. She thought H.D. Vest was outstanding in all categories!! I just wanted to say thank you, because your service is a reflection on me, and now I know that I can use your services without hesitation. Thanks again.
Ron Anand and Indu Anand, CPA
Reps since 2002
Indu and I thank you very much, H.D. Vest, for helping us with our biggest account as of date. The discussions we had with you before we put through the proposal to the client were the key in convincing this client of our products and strategy. We do appreciate your patience in answering all our questions and concerns in setting up the six accounts totaling almost $ 2,000,000. Your help was invaluable. Thanks for elevating us to a higher lever of service. We look forward to your continued guidance and help in the future. Keep up the excellent service you provide.
Gary Stoudt
Rep since 1998
A good family organization. More profits. Sharing of ideas. Talking to the H.D. Vest Reps.
Ben Taatjes
Rep since 2002
Excellent payout, back-office support.
Bob Logan
Rep since 2001
Great way to help your clients while making money and having fun.
Ken Weinstein
Rep since 2005
The company gives you a lot of support and you can earn more income. A client inherited money and asked me first for investment advice.
Peter Maniscalco
Rep since 2001
The ability to expand your practice both in the accounting segment and financial. Insures relationship by being a one-stop shop. Stronger client relationships, stronger professional development and additional income. Extremely helpful and caring support. The client told me that he finally felt comfortable with a financial advisor.
Rick Steele
Rep since 1999
A great way to better serve the client and guarantee additional income. I have benefited by realizing my life's work - financial planning is something I intend to do forever. Friendly, competent advice with the tax practitioner's needs in mind. Every time a client warmly thanks me for helping them worry less about money.
Don Simons
Rep since 1989
As an accountant, I am already advising clients on investments, tax planning investments, then sending the client down the street to buy something else another broker wants to sell, not what the client needs to buy. Now I do the recommended investments and get paid for it.
Glenn Cohen
Rep since 2000
A more satisfying way of doing business: helping people meet their life goals. More gratifying helping clients with more than just their tax returns. Making more money in a time-efficient and satisfying manner. H.D. Vest is always evolving to help the Rep with every step of the financial planning process, be it asset allocations, insurance sales, client reports, etc. Even compliance and educations are made as fun and interesting as possible.
Joanne Morton
Rep since 1996
H.D. Vest adds a critical and greatly needed benefit for your clients. Under an affiliation, you can offer a variety of investments and insurances just like the Merrill Lynches. But the difference is that you know and care about your clients and the ML broker doesn't. Vest doesn't push production on Reps like most broker/dealers. They are smart enough to let you put the pressure on yourself. Also, by not offering financial services, you are truly doing your clients a disservice. Tax expertise is our competitive advantage.
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Affiliation and Compensation Options |
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