Jordan Roberts's Colleagues at Parallel Financial Partners
Jordan Roberts's Contact Details
864-385-7999
Parallel Financial Partners
Jordan Roberts's Company Details
We're called Parallel Financial Partners because our strategies are aligned directly with our clients' goals. As those goals shift, we shift along with them. We're always traveling on the same route.This parallelism even extends into our own personal investments, which follow the same path as our clients. Many big Wall Street firms do not adhere to the same investment advice they espouse to their clients. They advise their clients to always "buy and hold" while they invest their own firm's money through active and complex trading desks and strategies resulting in a huge conflict of interest. At Parallel Financial Partners, we actually believe the message we preach to our clients and act accordingly.Because of our independent status and dedication to our clients' success, we are able to widen our gaze in finding opportunities for our clients. We have no ties or financial interests in any products we propose and are not constrained by pre-established portfolio models and platforms. This independent approach means that we can tap into a world of financial possibilities to develop a plan that best fits our clients' unique financial goals. We're able to think "outside the box" in order to create unique strategies that seamlessly meld traditional and non-traditional thinking.It's our belief that the ability to grow true wealth is both art and science. One needs to be open to new ideas and creative thinking. The Investment Studio within Parallel Financial Partners is a signature method that allows us to access a variety of disciplines (stocks, bonds, insurance, etc.) in order to create your personal financial "masterpiece". Adapting, advancing, and creating strategies with passion, insight and integrity that are in line with our clients' goals and objectives. In the end, we guide your investments through an intelligent, disciplined approach, while fiercely protecting your interests with objectivity and transparency.