TorOso Financial Group

TorOso Financial Group

TorOso Financial Group is a group of experienced and qualified financial advisors all over the United States, with headquarters located in Corpus Christi.

TorOso Financial Group is a group of experienced and qualified financial advisors all over the United States, with headquarters located in Corpus Christi, Texas. Our goal is to provide registered representatives and financial advisors the services, resources and tools needed to join the independent financial industry. In an industry that is becoming increasingly competitive and scrutinized, we strive to offer clients a team of financial advisors with a high level of integrity and a high level of competency in their field. Through TorOso Financial Group, financial advisors are provided the tools and services to help them become better financial advisors. With TorOso Financial Group, advisors and clients alike have the benefit of being affiliated with one of the leading service providing Broker Dealers in the country, Cetera Advisor Networks LLC, Girard Region. Your clients will feel confident that you are with a broker dealer that is built on basic human values which define the word character. These character traits include: trust, stewardship, integrity, ethics, respect, honesty, loyalty and honor. The financial industry is changing and TorOso Financial Group is here to help you adapt and grow with the changes taking place and to seize the opportunity to become an independent financial advisor. Securities & Investment Advisory Services offered through Cetera Advisor Networks LLC. a registered broker/dealer, member FINRA and SIPC, a broker-dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Visit www.FINRA.org and www.SIPC.org for Additional Information

"All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.”

Operating as usual

12/01/2020

This Monthly Recap summarizes market performance, major events and news from November 2020. Read more here: https://bit.ly/3odtlXd

11/10/2020

No time is more critical than the end of the year to make sure you're taking advantage of opportunities to manage your tax burden. That's especially true this year, thanks to the CARES Act. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-nov20

11/04/2020

Voter turnout for a U.S. presidential election was the highest in modern history. The latest commentary from @CeteraIM discusses the election uncertainty, potential outcomes, and investment implications. Read more @ https://bit.ly/2Gt4sqp
#economy #markets #stocks #election2020

11/02/2020

This Monthly Recap summarizes market performance, major events and news from October 2020. Read more here: https://bit.ly/384tBD7

10/26/2020

#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket

10/15/2020

A recent study, focused on how the pandemic is impacting retirement confidence levels among men and women, found that women may be disproportionately impacted when it comes to retirement security. Check out the latest issue of Financial Watch: http://bit.ly/financialwatch-oct2020

10/14/2020

Trump vs Biden. Do markets care who wins? @ceteraIM covers the path to electoral victory for both candidates and look at historical stock market returns during post-WWII 4-year presidential cycles in this latest commentary: https://bit.ly/31nO69V

10/13/2020

It may seem like a good idea to close credit card accounts you no longer use to avoid annual fees or if you're not using rewards during the pandemic, but this may have an adverse impact on your credit. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-oct2020

10/02/2020

We are still waiting for the office dog to finish the filing.

#lazydog #romeothedachshund

10/02/2020

Our founder, Stefany Schade, has been recognized as the 2020 Humanitarian Award recipient from The Bend Magazine. Please take a look at the attached online October 2020 issue of The Bend Magazine and help us in congratulating Stefany on the work she does in the Corpus Christi community!

#awards #recognition #thankyou #womenempoweringwomen

http://www.thebendmag.com/2020/09/29/330396/october-2020

10/02/2020

This Monthly Recap summarizes market performance, major events and news from September and Q3 2020. Read more here: https://bit.ly/34e8ieV

10/02/2020

Happy Birthday to our very own Jasmyn Shelton, Advisor Relations Specialist! We hope she has the best day and year ever! Happy Birthday Jas!!

09/24/2020

With high equity valuations, low bond yields, a looming election and flu season starting, we could see more volatility in Q4. @ceteraIM's Q4 #Outlook explains: https://bit.ly/340JBlQ

09/17/2020

There are 4 things you should add to your family emergency kit in 2020. Check out the latest issue of Financial Watch: http://bit.ly/financialwatch-sept2020

09/10/2020

In case you've forgotten, it's still an election year. The latest commentary from Cetera Investment Management discusses the upcoming election and possible implications: https://bit.ly/3bIWtk2
#economy #markets #stocks #election2020

09/09/2020

There are a number of tax-smart ways for parents and grandparents to help family members pay for college. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-sept2020

09/08/2020

The latest commentary from @CeteraIM discusses the recent market weakness and why they feel it is a correction and not the start of a new bear market. Click here to read more: https://bit.ly/35jY7Ys
#economy #markets #stocks

09/08/2020

TorOso Financial Group

09/04/2020

Our Why!
We are here to help you and your business by:

1. Taking the administrative burden off of your shoulders
2. Helping you stay up to date with compliance and regulations
3. Keeping you in line with rules, policies and regulations
4. Giving you more time to spend with your clients and do what you do best
5. Making your life easier

What YOU do is important. We are here to make it easier for you!

When you are ready, we are here to help you.

09/04/2020

The latest commentary from @CeteraIM discusses the underlying causes behind the recent market weakness. Click here to read more: https://bit.ly/3bu7SUL
#economy #markets #stocks #jobsreport #unemployment

09/03/2020

Benefit from a robust support network starting from day one. You’re just a quick call away from learning how we can work together to navigate growth opportunities and overcome challenges.

To find out more about the support resources available with us, contact me today.

09/02/2020

This Monthly Recap summarizes market performance, major events and news from August 2020: https://lnkd.in/gbQAbte

08/21/2020

Cetera Financial Group

“You want to work at a firm that recognizes the struggles you can have.” John Pierce spoke with Financial Advisor IQ on the importance of finding a work-life balance while navigating through our new normal. https://www.financialadvisoriq.com/c/2853793/351733?referrer_module=Twitter&campcode=Twitter

08/20/2020

The IRS revealed it's annual "Dirty Dozen" list of tax scams, with a special emphasis on aggressive and evolving schemes related to coronavirus tax relief. Don't be the next victim. Check out the latest issue of Financial Watch: https://bit.ly/financialwatch-aug2020

08/12/2020

The CARES Act waived required minimum distributions (RMDs) for 2020. But what if you already took yours? Read the latest issue of Retire Wise for more. https://bit.ly/retirewise-august2020

08/10/2020

Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3akdu3y

08/04/2020

This Monthly Recap summarizes market performance, major events and news from July 2020: https://bit.ly/39RvNwF

07/30/2020

The latest commentary from @CeteraIM discusses plummeting GDP, elevated jobless claims, and what it means for the future. Click here to read more: https://bit.ly/2D6EqaL

07/27/2020

Read the latest weekly market update from Cetera Investment Management: https://bit.ly/303HkWj

07/17/2020

The latest commentary from @CeteraIM discusses the U.S. consumer, who will decide the shape of the recovery. Click here to read more: https://bit.ly/2ZEZYnj #economy #markets #stocks #predictions #COVID19

07/17/2020

Your practice is likely the largest asset you own, and it’s critical to ensure its value is safeguarded. That’s why Cetera created the Legacy Builder program.
· Continuity Planning: If you’re enrolled in the program and have an unplanned exit from your business, Cetera will ensure the purchase of your practice based on a predetermined valuation. Cetera acts as your continuity partner to ensure uninterrupted service to your clients and continued operation of your business.
· Succession Planning: You’ll gain access to a suite of resources to help create a succession plan that benefits both you and your clients. You’ll also have assistance in developing a successor you’ve already identified or finding a qualified candidate from within the Cetera network.
· Qualified Buyer: Cetera will help you find a succession partner who meets the needs of your firm today, whose culture and service philosophy blends with yours, and who can care for your book and continue its current trajectory. If you’re looking to grow through acquisitions, you can apply to be a qualified buyer and get matched with businesses that may be a natural fit.

If you’re ready to solidify your long-term plan with a partner that’s here to help, let’s connect.

ceteraadvisornetworks.com 07/16/2020

Marketing Support - Financial Advisor Marketing | Cetera Advisor Networks | Cetera Advisor Networks

Relationships are a critical part of financial advice and cultivating them is a time-consuming but valuable process. We want to help you build them successfully.

By working together, you’ll gain access to MarketingCentral by Cetera, a comprehensive platform designed for your marketing needs. You can easily execute email campaigns, post to social media, host events, print branded material, utilize presentations, and build customized marketing communications.

Content is easily customizable and always personalized with your information—and it’s routed through our compliance team for approval in advance of distribution. You can automate your efforts and target communications to specific audiences with contact segmentation. The platform also integrates with Redtail CRM, Salesforce, SmartOffice, and Wealthbox, so you can easily keep track of your efforts.

Working together, you can gain time and enhance your relationships. If you’d like to learn more, let’s connect.

ceteraadvisornetworks.com Learn how we enable financial advisors to develop and oversee financial advisor marketing and web strategy seamlessly - Marketing for Financial Advisors

ceteraadvisornetworks.com 07/15/2020

Build Your Retirement Plan Business with Guided Retirement Solutions (GRS) | Cetera Advisor Networks

Looking for additional support for your retirement plan business? The right technology can help.

Guided Retirement Solutions, a web solution available for financial professionals affiliated with Cetera Financial Group, provides best-in-class ideas and tools to optimize your retirement plan business. Whether you’re new to retirement plans or have years of experience, Guided Retirement Solutions offers you the latest industry insights, best practices, and strategies to capitalize on this trillion-dollar marketplace. You’ll find resources on:

· Advisor training
· Prospecting
· Closing
· Onboarding
· Client service and retention

Along with the tool, you’ll benefit from the comprehensive support of Cetera’s Retirement Plan Solutions team, who provide guidance to accelerate your plan business and enhance the digital resources.

If you’re looking for the right combination of resources for your retirement plan business, let’s connect to discuss how our firm may be the place to find them.

ceteraadvisornetworks.com Our in-house team of Retirement Practice Consultants has the expertise and resources to help you build and retain your retirement plan business.

07/13/2020

Cetera Financial Group

Having the right information at your fingertips is critical to making informed investment decisions. For our firm, that information comes from Cetera® Investment Management. Leveraging their investment advice and market insights to deliver investment strategies has helped to support the full spectrum of clients’ needs. Cetera Investment Management delivers thought leadership on the latest detailed market dynamics, investment perspectives and recommendations, and asset allocation guidance.

To provide a better picture of the insights they provide, you can review their latest commentaries.

Want to learn more about Cetera Investment Management? Contact the office today for more information.

Network of independent retail broker-dealers empowering the delivery of objective financial advice through trusted financial advisors & institutions.

07/07/2020

We’re closing in on this year’s #taxdeadline (remember that change?), so we’re covering the impact of taxes on investing and the evolution of tax policy over time. Read more: https://bit.ly/3gAMn5Z

Our Story

TorOso Financial Group is a group of experienced and qualified financial advisors all over the United States, with headquarters located in Corpus Christi, Texas. Our goal is to provide registered representatives and financial advisors the services, resources and tools needed to join the independent financial industry. In an industry that is becoming increasingly competitive and scrutinized, we strive to offer clients a team of financial advisors with a high level of integrity and a high level of competency in their field.

Through TorOso Financial Group, financial advisors are provided the tools and services to help them become better financial advisors.

With TorOso Financial Group, advisors and clients alike have the benefit of being affiliated with one of the leading service providing Broker Dealers in the country, Cetera Advisor Networks LLC, Girard Region.

We hope your clients will feel confident that you are with a broker dealer that is built on basic human values which define the word character. These character traits include: trust, stewardship, integrity, ethics, respect, honesty, loyalty and honor.

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Join TorOso Financial Group

Products

Compliance, supervision and back office support to registered representatives at Cetera Advisor Networks, Girard Region.

Address


5337 Yorktown Boulevard, Suite 2A
Corpus Christi, TX
78413

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 16:00
Thursday 08:30 - 16:00
Friday 08:30 - 16:00
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Advisory Services

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