Your Partners In Creating & Preserving Wealth!

Finding the right broker/dealer (b/d) can be a long process with hundreds of firms all offering high payouts, great technology, and solid service. At Kalos, we believe that culture and philosophy are the two most important things to assure you of this being your last b/d change.

Kalos is a boutique firm where every employee gets to know each one of our rep/advisors and takes an interest in helping them grow their practice. If you are looking for this type of a b/d relationship and are generating at least $100,000 in gross commissions/fees, please review this site and call Dan Meehan, Director of Business Development at 888-356-1950.

If we jointly determine that Kalos is a good fit for your business, we strongly encourage you to come to Atlanta, at our cost, to confirm your feelings and meet the people that will help take your business to the next level.

Click here to visit the Wise Money book webpage.