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Our Strategic Partners
The affiliation of Charney Investment Group with the below partners helps to bring world-class resources to you as our client.
Prospera Financial Services
In today’s world of investing, more and more clients are choosing to use the services of independent financial professionals.With personalized attention and a dedication to detail, these advisors are driven by their clients’ needs and expectations of financial success.
Founded in 1982, Prospera Financial supports independent financial professionals across the country, offering a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so they can bring their clients the same. By operating with integrity, honesty and an unwavering commitment to the investor, Prospera supports the success of financial professionals — which can lead to success for the clients they serve. With a focus on a service and a strong set of core values, Prospera Financial has been named Broker Dealer of the Year in 2009, 2010, 2012, 2014, 2015 and 2018.
First Clearing LLC1
First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in Saint Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business and the strength of Wells Fargo & Company, one of the nation’s largest financial service companies.
First Clearing is a member of the New York Stock Exchange, NASDAQ and other major exchanges.
Aggregate all of your financial information into one, streamlined platform offering real-time interaction with our office. Clients of Charney Investment Group have access to eMoney, a highly sophisticated, yet user-friendly tool that gives you the ability to follow trends and see where you stand in relation to your specific financial goals. While most firms treat this as an add on cost for clients, Charney Investment Group provides this secure, highly-rated industry tool as a free benefit to our valued clients.
Nasdaq Dorsey Wright is a registered investment advisory firm based in Richmond, Virginia. providing investment research, tools and solutions. Built on the idea that markets, securities, and signals are actionable through analysis, the DorseyWright research platform has been helping to create more informed conversations for advisors and their clients for over thirty years.
1First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.