TAG Advisors adds two financial advisor firms from Cadaret, Grant
TAG Advisors has added two firms with combined assets of $219 million to its growing roster of independent financial professionals.
First Pointe Financial Services of Lancaster, Pa and MRB Financial Services LLC of Marion, NY recently joined the enterprise OSJ.
Matthew Zanowiak, ChFC, President and founder of First Pointe Financial Services, has over 40 years’ experience in financial services.
MRB Financial Services LLC has provided financial planning, investment, and retirement advice for more than 25 years. Founder Mary Robertson draws on her small-town Central New York roots to serve her rural client base.
TAG Advisors is a national community of over 400 thriving independent financial professionals across the country, with over $17 Billion in assets under advisement. The management and staff of TAG Advisors represents decades of experience in all facets of financial services.
4801 Cox Rd. Suite 102, Glen Allen, VA 23060
(877) 676-6785
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research 4Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.