Molly Stanifer Hits the Airwaves - Old Peak Finance

Molly Stanifer Hits the Airwaves

May 14, 2020

MollyStaniferhitstheairwaves2-image

Molly Stanifer Hits the Airwaves

May 14, 2020

Congratulations to our colleague, featured in Schwab's current ad campaign

I am thrilled to report that our colleague, Molly Stanifer, is one of a handful of advisors nationwide featured in Schwab's current advertising campaign. The campaign promotes independent investment advisors like Old Peak.

In the brief advertisement, Molly focuses on what makes firms like Old Peak unique: we are fiduciaries. We take an oath to put our clients' interests first.
Schwab is the leading broker in working with independent investment advisory firms. Our clients have their accounts at Schwab, and Schwab provides us and our clients with a robust online platform, careful execution and responsive customer service.

I am 100% certain that the independent, fiduciary model is the best one for clients. We avoid the conflicts of interest the big banks face every day, and we can be laser-focused on the only thing that matters: our clients' long-term success.

Thank you, Molly, for representing us so well.

This article is not intended to provide tax, legal, accounting, financial, or professional advice. Readers should seek advice from qualified professionals who can review their specific circumstances. Old Peak Finance endeavors to provide information that is accurate and current. However, we cannot guarantee that this information has not been outdated or otherwise rendered incorrect by new research, legislation, or other changes. Old Peak Finance has no liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information contained on this website.

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