Tony, once again, I must comment on the excellent service we receive from Carol, Peggy, Kathy, Denise and the rest of the Lakeland staff. As I have mentioned previously, it is such a privilege to work with a broker/dealer who thoroughly supports our efforts. From customer service to transaction processing to advertising review, we appreciate the interactive effort to help our clients implement their financial strategies.
Thanks,
Mike Kickham
As a licensed professional representative for over 30 years, I have always prided myself in maintaining a friendly and professional relationship with my clients. It is for that reason that my clientele has remained with me over the years even when I affiliated with a different firm. Brookstone Securities has maintained that same professional and friendly atmosphere with me and my brokers and Brookstone Securities has been the most broker-friendly broker-dealer that I have ever been affiliated with. The entire support staff as well as the President and Compliance Department are always available to assist and help you grow your business. Congratulations to Brookstone Securities for wanting to be the best Broker-Dealer out there.
Vic Lessinger
I have been affiliated with 2 big firms and have been in the business nearly 15 years. However, over the years those companies became more interested in the "bottom line" and not their brokers or clients. This is completely opposite of Brookstone Securities. Tony T. uses the approach "what can I do for my Brokers to help them grow and service their clients" then he takes that approach and goes above and beyond what you would expect. This mentality is filtered down through the staff which has made this relationship between the broker and broker dealer one of the best in the industry.
Thanks,
Keith Hazelwood
The entire Brookstone experience has been incredibly positive and helpful in every aspect.
I treasure the affiliation more than you know.
Daniel Disimile
I've known Tony for just about my entire professional career...over 15 years. Over that time I have learned, and I can tell you without reservation, that he is a man of his word and will do what's right, even if it hurts. I think Brookstone was founded with this principal and this sort of character in mind.
I can honestly say that coming to Brookstone was and continues to be an excellent decision for my business. The people that he has put in his business are courteous, intelligent, and efficient and if there's something that they don't know...they find out.
A testimony to the business culture that Tony has put in place, I think, is the fact that he has some core people (Dave, Kathy, Cheri) that are vital to the operation and have worked through thick and thin, good times and bad. That sort of "stick-to-itivness" is definitely the type of people you want in your corner when faced with some of the things this business will throw at you. Speaking from experience...these people will not let you down.
Chris Kline, CFP
To Whom It May Concern:
I have been in the securities business for 14 years and Brookstone Securities has been the best broker dealer that I have worked with in my career. Everything that Brookstone's owner promised me when I was being recruited has come to fruition for me. Their back office is always willing and eager to help me further my business. The staff at Brookstone is professional and yet very friendly. They are always dependable and as a independent broker I need them to be that way. I would not hesitate to tell other brokers to join Brookstone and have the experience that I am having.
Tim Stearns
Tony, I would like to thank you for holding to the commitments you made when I started with Brookstone. My transition to your firm has been extremely smooth through First Southwest with ample help from your home office. Also, the Broker Workstation lets me service my business with no problems! The proprietary programs you have developed are the most efficient way I have ever seen to run an office, bar none. The merge documents alone, saves me a huge amount of time that would otherwise be spent filling out the same information on every account. I have been with several firms during the past 11 years, and have heard all the promises, "this will be your last stop". This time, I know with your firm, it will be. From day one, it only gets better working with Brookstone Securities, because what I was told that brought me here, ACTUALLY IS HERE!
Thank you for everything!
Sincerely,
Thomas J. Heaphy
"I started my career as a broker at a major Wire House. About two years into my new career, I began to notice a culture of "benefit the firm first, the client last." I left the wire house, and went to a major Insurance firm looking for a better option for my clients. Once again, I learned that client service came last in line to current monthly production. Like all Brokers/Advisors who transition, they are usually offered "the moon," then find out the truth too late. I'm sure I'm not the only one out there who has worked for "the big boys," and came away disappointed by the fact that the career I chose didn't have a culture of true Professionals like I was lead to believe.
Since becoming an Independent Advisor with Brookstone Securities, I can bring my clients a high level of service, as that's what Brookstone provides to Advisors: Service! Just a small example, Up to 5:00 Pm (and later with notice), I NEVER get an answering machine. I get to speak with a friendly person who is just as motivated as I am in getting the job done for the right reasons. The "big boys" usually will get back to an Advisor in a day if it interests them. If not, I think you all know the rest...
David Witherell
After a very successful 20-year career as an independent contractor, I experienced both a major family health and business crisis. Tony Turberville, Dave Locy and the Brookstone family gave me the opportunity and backing to recover and rebuild. As an independent contractor, you must have a team that is always there for you, and my experience is that Brookstone Securities is "The team that supports you". Please feel free to contact me with any further questions about the Brookstone Securities experience.
Sincerely,
Marty Cox
I have been in this business for 12 years and have had several different BrokerDealers. The reason that I am currently with Brookstone Securities, Inc. is plain and simple; the people. They make my life easier and I greatly appreciate that!
John Kreger