What Our Advisors Say

In their own words, our advisors share what drew them to H. Beck, Inc. – and the many reasons they have stayed.

The People and the Company Culture

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    “We knew we wanted a smaller broker-dealer. It was the people, ultimately, who made the difference – everyone we worked with and met along the way. We've had great access to whoever we've needed to get in touch with.”

    –Matt B., Maryland

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    “The company has an amazing, family-type congeniality. They do this better than anyone else. They really are good people. The culture of the company is friendly, very congenial. Of the top 10 producers, seven or eight are people I've really connected with. It's one of the nicest firms I've ever worked with.”

    –Frank B., Pennsylvania

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    “When I was choosing a new broker-dealer in 2010, functionality was the most important thing to me: Which firm had all of the products we used the most of, and was not overly restrictive on the things we did the most? H. Beck is very good. It has a good culture. I didn't realize that was something that even mattered to me until we came to H. Beck. It's one of the reasons we would stay.”

    –Reena O., Maryland

Flexible and Business-minded

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    “Access and trust are the differences. H. Beck recognizes the independent culture. That is probably the thing that drew me the most. They want to keep me compliant, but they don't want to force me into 'this is the way everyone here does this.' They let us be the professional interfacing with the client.”

    –Carl B., North Carolina

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    “We wanted more independence, and we were able to get that. We are really happy with H. Beck – we like everything about them, in terms of letting us run our business with reasonable compliance.”

    –Dale T., Minnesota

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    “H Beck screens things carefully, but it feels like they're on the same team, keeping our clients' best interests first.”

    –Richard H., Pennsylvania

Stable and Independent

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    “I like that they give us multiple options to meet a need – they have several different companies and don't box us in, for a choice of mutual funds, insurance companies, etc. I'm not captive – I can use any and all of them.”

    –Elizabeth P., Kentucky

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    “I talked to three or four other companies and liked what H. Beck had to say. They were small enough to know their reps, but large enough that I knew they wouldn't go out of business, and they had enough selling agreements.”

    –Elizabeth P., Kentucky

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    “Our reasons for choosing H. Beck included their location, their longevity, and the open architecture for their products. The service has been very good.”

    –Ara A., Maryland

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