Client Testimonials

See what our clients have to say.

"Broadridge has been a great partner to work with. They have allowed me to concentrate on servicing my clients rather than taking away from that vital part of my business. It's difficult enough being an advisor in this industry, so it's nice to have a partner to count on to share in the responsibility of running a successful practice. Business owners across the country understand it takes a village to run a successful one; Broadridge services as the village support network."

- Martin James Flores, MJF Financial, Seal Beach, CA

Advisor Website


"Broadridge Advisor Solutions has been a great partner for my practice over the last few years. I went independent more than a year ago, and I made sure to take Broadridge with me. I have enjoyed that it has been a one-stop-shop for me and my clients to receive constant, personalized information. The money spent and time saved have been well worth it."

- Blake Dorsett, Innovative Financial Group, Memphis, TN

Email & Social Marketing


"First off the website onboarding experience was simply the best; they helped me set up my site and helped me add my own videos to the site. You don’t have to be a programmer to get your site up and running. If you have a compliance department that needs to approve your content prior to going live, Broadridge is set up for that. Any changes or updates you make are sent to your compliance department for approval before it goes live."

- Ronald W.



Event Marketing




"As an owner of two companies, I understand the work and effort that goes into building out efficient processes without losing that personal client experience. As a customer myself to many different industries, I feel that most often we find a tradeoff between larger organizations and personal customer experience; as if to have growth, you must sacrifice service. Very few companies have the ability to sustain growth while delivering personal customer value. I say that to say this, my experience with Broadridge and my onboarding specialist, has been nothing short of excellence. I have enjoyed this seamless process and would truly recommend their service to any advisor that doesn’t work within my target market."

- Andrew Nida, Asset Management Group, Inc.

Print Marketing & Newsletters


"We recently transitioned our website to the new Broadridge platform, which was very easy. Broadridge provided a team of people who assisted and advised us of the new features. They moved our old data to the new platform and spent time assisting us with a new look that fit our firm. We are in control of our site and can change the look and data at any time.

Our firm also subscribes to the Advisor Portal, which provides us professional Presentations, eCards, Newsletters, Seminars, and Continuing Education. We utilize these services to provide information to our clients and to keep that consistent "client touch."

We are very satisfied with Broadridge and the services it provides us and our clients."

- Julie Brown, Bivin & Associates Inc, Ponca, OK

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