The Investment Center, an independent broker-dealer based in Bedminster, N.J., that oversees nearly 300 independent financial advisors, is partnering with Chalice Financial Network to provide Chalice’s products and services to its advisors, The Investment Center announced Friday.
Chalice, based in San Diego, is a membership organization that provides financial services firms with financial and small business services and products at discount prices.
“The advisors we work with are independent business owners, trying to grow their businesses in a very competitive environment. When we saw all that Chalice could offer – from marketing, to information technology, to cybersecurity, to M&A support services – we knew that being a part of their network would be a great benefit to our advisors,” said Marc Lefurge, The Investment Center’s Chief Marketing Officer.
Of particular interest to The Investment Center and its advisors was Chalice’s group health insurance solution, which allows business owners to save as much as 30% on employee health benefits costs while giving them access to large-group medical plans, Lefurge said.
Chalice President Derek Bruton said, “Our goal is to help our members be more successful by providing access to business solutions that address their strategic and operational needs,” as financial advisors and as small business owners.