Portfolio Strategies has provided the perfect place for my wealth management practice. It is an amazing and refreshing place to grow. From their compliance, to embracing technology, to providing a complete product shelf of ETFs and Mutual Funds, This place is completely different from your traditional Mutual Fund Dealer. I highly recommend Portfolio Strategies as a place to grow and maintain your practice!
Sam Lichtman, CFP® Financial Planner
Achieve Wealth Management
