IFC Insights

1st Discount Brokerage Independent Financial Consultants offer their entrepreneurial success stories

Over 30 years in estate and financial planning has taught me one thing— you’re only as good as the support behind you. The staff support at 1DB is second to none. They listen to your requests and deliver almost immediately, so you can always be a step ahead of clients’ expectations. The insights from the 1DB team, as well as the education and seminar programs keep me on the cutting edge of financial changes in the industry.
The high net worth clients I work with have particularly high expectations for the products they invest in and the level of service they receive. I can proudly say the 1DB team has always been able to deliver the products and services I’ve needed, when I needed them. My business has flourished during my time with 1DB, and I believe the environment here can help other hard-working entrepreneurs achieve similar levels of success.
John D. McHugh II
JDM Financial
Half Moon Bay, CA

After owning a very successful investment planning firm for 13 years, I decided that it was time to reduce my workload. While I was eager to delegate administrative capacities to an independent broker/dealer, I was concerned that the family atmosphere that I had instilled in my firm would erode in a larger organization. Then I found 1DB. I placed all of my investment professionals with 1DB and they couldn’t be happier with the decision. 1DB has allowed us to maintain our unique company culture while benefiting from the tremendous products and resources of a larger organization.
The broad range of products that 1DB has to offer improves my success as a consultant. This includes everything from the flawless execution of trades to the excellent electronic data that keep my clients and the firm on top of our game. I urge any investment professional interested in building their asset and customer base to consider the tremendous opportunity available with 1DB.
Alan Miller
Winchester Investments
Overland Park, KS