Strategic Partners
How We Work
At Protective Financial Services, we combine the best of both worlds: the personalized, client-focused service of a boutique firm with the resources, technology, and support of a national firm. As independent Investment Adviser Representatives (IARs) partnering with Kestra, we maintain the freedom to offer objective guidance and solutions tailored to your needs, while leveraging the robust tools, research, and investment options of a national platform. This independence allows us to prioritize your goals first, delivering the hands-on service and commitment our clients value most.
