Our local office will be your first point of contact for all customer service needs. Our office is fully staffed with professionals with extensive industry experience whose goal is to assist you with sales and marketing, product, paperwork, compliance and other questions. Our strong local presence plays a crucial role in your continued success.
On the national level through Cetera Advisor Networks LLC, customer service is provided by the Resource Center. The Resource Center is staffed with industry-experienced professionals who are thoroughly trained to correctly answer our advisors' questions immediately. The Resource Center is currently staffed with full-time individuals who have worked in different capacities at the Broker/Dealer and within the financial services sector.
Boyce Financial Group’s local support team is involved in every aspect of daily brokerage operations. In addition, our Broker/Dealer’s Operations team makes it easier for you to execute your client investment strategies. Operations services can be completed within SmartWorksSM or NetX360TM 24 hours a day, 7 days a week.Our relationship with Pershing LLC, a Bank of New York Mellon company, streamlines your trade processing, clearing, and recordkeeping, as well as delivering accurate and timely client statements.