AdvisorAssist Partners

Resources we trust to help you grow and maintain your practice.

AdvisorAssist Partners

The key to a successful business is to surround yourself with the most capable and trustworthy partners. The following firms are trusted AdvisorAssist Partners. If you would like to learn more about these firms, you can contact them via the form below or give us a call at 866.513.4042 to learn why we have chosen a particular firm.

Featured Partner

AdvisorProducts, Inc.

Advisor Products is a leading marketing and technology company, serving more than 1,800 independent financial advisors. Its services include:

  • WebSites and Integrated Client Portals
  • Newsletters
  • Brochures and Folders
  • Design and Branding
  • Learn more at AdvisorProducts.com

Branding and Marketing

eMarketing Matters Marketing Matters is a full service marketing communications and consulting firm with over 20 years of experience in the financial services industry.
Susan Block
Al Block
6 Powderhouse Lane
Boxford, MA 01921
Office: 978-887-4212

Jump-Start Your Business with Marketing Matters’ 3-Step Branding Process:

  1. Develop a Marketing Communications Roadmap
  2. Create Your Logo and Corporate Identity
  3. Design Professional Business Papers
For more information, please complete the adjacent form.

Legal Services

Rozman Legal Group PC
2615 North Sheffield Avenue
Chicago, IL 60614
Phone (773) 529-0349
Law Office of Darryl C. Sheetz
335 Centennial Way, Suite 100
Tustin, California 92780
(949) 553-0300
Christyne J. Vachon, Esq
Boston, MA
310-854-9748
Practicing law in MA, CA

Portfolio Management Systems

Morningstar Office

Morningstar is a leader in investment research and advisor technology. Some of their products include:

  • Morningstar Office (Portfolio Management, Research and CRM)
  • Principia (Mutual Fund, Stock and Variable Annuity research)
  • Advisor Publications (keep current in investments and industry topics)

AdvisorAssist clients receive a 10% discount on most products. Contact us for details.

Securities Licensing - Training

Solomon Exam Prep

Solomon Exam Prep, a division of Firstbooks.com, Inc., has helped thousands of financial professionals pass their NASAA and FINRA Series 7, 6, 63, 65, 66, 79 and 62 exams. The Solomon Exam Prep training system includes: exam simulators, live online classes, printed training manuals, audio books, practice questions and i-Phone apps to address the learning needs of all kinds of test takers.

Solomon Exam Prep training material is different: it uses plain English and humor to keep things interesting. The goal is to make sure candidates pass the test the first time.

AdvisorAssist clients receive a 10% discount on all exam materials.

Request Information

For more information on an AdvisorAssist Partner, please complete the form below or call AdvisorAssist at 866-513-4042.

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If you are interested in becoming an AdvisorAssist Partner, click here.