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

  • comment
    “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

  • comment
    “When we were looking into H. Beck, we visited with Rich Merritt, who was very friendly and very open. He kept us abreast of the board's view of us. Jim Dresselaers was very helpful and friendly. I get the feeling we're like a family. It's a friendly culture.”

    –Richard H., Pennsylvania

  • comment
    “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

  • comment
    “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

Flexible and Business-minded

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

    –Richard H., Pennsylvania

  • comment
    “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

  • comment
    “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

  • comment
    “H. Beck has a strong back office and a strong parent. The executives in the organization have tremendous amounts of practical experience. They can look at your business from a producer's side. Jim Dresselaers was in practice for a long time before going administrative, then came back into practice, then went back into administration. He understands how things are done. H. Beck, in that respect, gives you more flexibility than most. If they disagree with you, they let you argue your case.”

    –Frank B., Pennsylvania

Stable and Independent

  • comment
    “It's great to have not only the financial stability from Securian but the continuing commitment to independence. It's part of the strength of H. Beck – it's independent and will remain so.”

    –Joyce S., Minnesota

  • comment
    “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

  • comment
    “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

  • comment
    “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

Logo

Forgot your username or password?

Note: all transactions may be logged and monitored.