Independent advisory firm, Mowatt Financial has selected Independent Financial Group, as their new broker-dealer.
"We decided to affiliate with IFG because they maintain their commitment to excellence and deliver on their promises," explains David S. Mowatt, Founder and President of Mowatt Financial.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
He continues, "Sherry and I felt that IFG’s thriving business model would be a good fit for our growing business."
He adds, "Additionally, the genuine, personal approach with which they manage the firm sets the stage for a successful long-term relationship."
"We are excited to welcome David and Sherry Mowatt to the IFG family," comments David A. Fischer, CMO and Managing Director of the firm.
He continues, "David and Sherry’s commitment to their clients and their staff aligns perfectly with IFG’s mission and values."
He adds, "Many broker-dealers have a tendency to overpromise and under deliver. We are pleased that we are able to meet all of Mowatt Financial’s needs. Mowatt Financial and IFG share a common comprehensive approach to doing business – always doing the right thing, working with integrity. It is truly a perfect fit."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
