San Diego, CA (PRWEB) January 07, 2014
Operational support and marketing coaching are the hallmarks of the independent yet supportive Palomar Financial Services platform. Palomar co-founding principals and managing directors, Paul Hamzey and Chris Radford, and Chief Marketing Officer Laura Rosenbaum, who bring to the firm decades of experience working with and for financial advisors in bank, independent and wirehouse channels, are pleased to announce the launch of a brand new website for Palomar Financial Services (http://www.palomarfs.com).
The result of several months of collaboration, PALOMARFS.COM provides solutions to success to financial advisors from the bank, regional and independent channels. As they transition from more traditional positions as salespeople to consultative advisors who are responsible for the profitability and client relationships of their own businesses, these financial professionals require a wide range of support. The Palomar website helps advisors understand the choices available to them in finding underlying structure for their practices and puts solutions at their fingertips.
“We are excited to provide the kind of support to financial advisors that permits them to have true ownership of their businesses, their critical client relationships, and, ultimately, clear paths to their futures,” said Chris Radford, Managing Principal and co-founder. “Paul, Laura and I are eager to share our years of experience in all aspects of the investments and insurance industries, and we are able to do that in part through the capabilities of our new website.”
Paul Hamzey noted that Palomar’s flagship offering, the Palomar Program™ (http://www.palomarfs.com/Our-Services.3.htm) and its specific benefit to advisors can be found at the website, “In our experience, many financial advisors are seeking to move on from a salesperson environment to becoming a business owner, building long term legacy for their families. The Palomar Program helps them with the action steps to do that.” By focusing on smooth transition, Centers of Influence partnerships and open architecture products and services, the Palomar Program provides structure for the newly joined advisors as they reshape their businesses.
“Time tested techniques combined with our expertise supports our new advisors in running their businesses, going through transition from their previous firms and continuing to add new client relationships,” Laura Rosenbaum explains in a video highlighted on the homepage of the website. “Highly experienced, high caliber investments and insurance professionals demand the opportunity to offer the best investment solutions for their clients in an environment that supports the way they do business. The new Palomar website provides a Client Solutions Center http://www.palomarfs.com/products-services.12.htm , the benefits of True Ownership http://www.palomarfs.com/products-services.12.htm and solutions for building a successful practice.”
The new website is directed specifically at financial consultants, advisors, and registered representatives who are considering the best options for growing their client relationships, acquiring practices, developing succession plans, and offering a full range of products and services to meet the needs of their clients.
Advisors and financial services firms and journalists interested in learning more about Palomar Financial Services’ opportunities and services can visit http://www.palomarfs.com or contact Managing Principals Chris Radford (858.342.0534) or Paul Hamzey (760.519.5020) or Chief Marketing Officer Laura Rosenbaum (310.729.0278) for more information. Securities and advisory services are offered through Calton & Associates, Inc., member FINRA/SIPC. Palomar Financial Services and Calton & Associates, Inc. are separate entities.
Laura Rosenbaum, Chief Marketing Officer
Palomar Financial Services