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Mecca On Money

Independent, Unbiased Advice You Can Trust

Trust  -  Integrity  -  Passion

Active Clients Have an Advantage
By Using Our Discount Broker

To assist us in providing top quality service, we network with a discount broker.  Because we value each client and their hard-earned money, we carefully selected a broker of quality reputation and high integrity. Our clients worked hard for their money and desire personalized attention.  They've placed their financial future in our hands and we provide them with the personalized attention they desire.  This is why we've aligned our services with an elite and prestigious discount broker, TradePMR.  They offer premier services to select financial advisors such as Robert A. Mecca & Associates, LLC.  Our clients have the opportunity to use the broker platform and will receive the following advantages:

  1. Ease of Opening an Account.......account applications are completed for you
  2. Excellent Personalized Service.......friendly and capable experts treat our clients on a preferred status basis
  3. Wide Array of Investments Available.......in your account, we may properly diversify and offer various assets acceptable to your personal risk tolerance
  4. Not Pay Loads on Mutual Funds.......in establishing your asset allocation, we will use a variety of high powered mutual funds - load and no-load.  The load is waived so you don't pay commission
  5. Discount Trades.......the cost is under $20 regardless of size of investment 
  6. Consolidated Statements.......even though we will build your portfolio with various asset classes and family of funds, you receive one consolidated statement
  7. Reporting.......TradePMR confirmations and periodic statements are produced
  8. Communication Ease.......you can trade online or by a toll-free phone call
  9. Ability to Review Your Assets Online.......visit your account at your convenience
  10. Leverage.......to date, our firm has nearly $75 million with TradePMR.  Should any questions or situations arise, we can contact the president of TradePMR if necessary
  11. Quality Reputation.......our clients can attest to this
  12. Excess Insurance.......maintains an optional $25 million above the required SIPC insurance
  13. Ability to Transfer Money.......clients can automatically receive money as they wish or can make investments directly to their account
  14. No Referral Fees.......your interests are always placed first
  15. Full Control of Your Money.......we monitor, analyze, and recommend --- you keep control

As your financial advisor, we have the capability to monitor, analyze, and provide advice to you about your investments.  Having a CFP watch your investments is a big advantage.  Finances are simplified and your money works harder and smarter.  You attain financial freedom.

 

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