USA Financial Celebrates Its 30th Anniversary
2018 marks 30 years of extraordinary service for the Michigan-based financial services firm.
Jul 31, 2018, 09:04 ET
ADA, Mich., July 31, 2018 /PRNewswire/ -- USA Financial, a national investment advisory firm, insurance wholesaler and broker-dealer, celebrates its thirtieth anniversary earlier this year.
Founded in 1988, USA Financial is committed to providing financial solutions and guidance to independent advisors and their clients across the United States. Clients are empowered through the firm's simple "Plan First, Invest Second®" philosophy. For the fourth consecutive year, USA Financial was awarded Inc. 5000's fastest growing private companies in the United States in 2017. With their recently expanded service offerings, USA Financial continues the thirty year tradition of offering comprehensive financial services with the specific purpose of empowering advisors and investors.
"Throughout our 30 years of business, it has been a privilege to see USA Financial develop and thrive in this industry," said Mike Walters, Chief Executive Officer of the firm. "By maintaining a personalized approach, our team has made the impact we had always hoped for. Our growth has further enabled us to provide better service to our clients through technology and new platform developments."
With more than $5.5 billion in new assets since 2008, a 73% revenue increase, and over 15,000 new account transactions in the past three years, the firm has seen unprecedented growth.
"Our success comes from developing relationships," said Brent Enders, President. "The relationships our amazing team has developed with our advisors, strategic partners, and clients have made this milestone possible."
About USA Financial
Founded on April 1, 1988, USA Financial is a privately owned, independent financial services firm serving both investors and financial advisors throughout the country. The firm is committed to empowering financial advisors and investors by helping advisors grow their practice and serve their clients with a wide array of financial solutions and technology offerings. The USA Financial family of companies includes USA Financial Securities (FINRA-registered broker-dealer and registered investment advisor), USA Financial Insurance Services (insurance wholesaler), USA Financial Portformulas® (a registered investment advisor and formulaic trending money manager), USA Financial Media (multimedia firm and producer of the nationally syndicated USA Financial Radio Show), USA Financial Exchange℠ (a turnkey asset management platform) and USA Financial Consulting (compliance services and consulting firm). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and investors. Visit its website at www.usafinancial.com.
Contact:
Haley Muller, Marketing Associate
USA Financial 888-444-0125 ext. 440
[email protected]
SOURCE USA Financial