The cornerstone of a successful financial practice depends on the ability to deliver objective and personalized financial planning services. LifeMark's Corporate RIA provides programs ranging from sophisticated global allocation to innovative alternative investment approaches. Flexibility in product offerings with access to variable and fixed insurance products, underwriting expertise, creative case design, and education.
A comprehensive menu of investment products including Mutual Funds, Annuities, General Securities, and Alternative Investments. The independent representative plays a vital role in financial services that cannot be provided by captive broker/dealers. LifeMark does not offer Proprietary Products but can help develop a Proprietary Process. We provide our representatives with all of these fundamental elements as part of our services agreement.
A comprehensive menu of investment products including Mutual Funds, Annuities, General Securities, and Alternative Investments. The independent representative plays a vital role in financial services that cannot be provided by captive broker/dealers. LifeMark does not offer Proprietary Products but can help develop a Proprietary Process. We provide our representatives with all of these fundamental elements as part of our services agreement.
Services
What We Do
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The investment-focused advisor can realize efficiencies from a more narrow service offering, but may be giving up a stronger client relationship if not offering comprehensive service. The cornerstone of a successful financial practice depends on the ability to deliver objective and personalized financial planning services.
Why LifeMark
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An enduring relationship with a client is built on principles of financial stewardship whereby we assume the duty of care of the people and assets that are entrusted to us. The values, character and personal integrity of every member of our firm is what defines who we are and how we serve. Our actions distinguish us from our competitors.
About LifeMark
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Recognizing the unique nature of the independent financial professional, LifeMark founders formed the broker/dealer in 1983. LifeMark has grown to a National Broker/Dealer and SEC Registered Investment Advisory firm servicing independent financial service professionals in major population centers throughout the United States.
FAQs
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LifeMark is a national Broker/Dealer and Registered Investment Advisor headquartered in Rochester, New York with numerous branch offices throughout the country. LifeMark's operates as an independent firm. In doing so, we offer no proprietary products and maintain no corporate mandates eliminating conflicts of interests on behalf of our representatives.
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