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San Francisco Stockbrokerage Firm |
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Serving
the Community Over 25 Years 800-443-2227 |
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| Brokerage Products | Retirement Products | Private Client Services | Corporate Services | |||||
Portsmouth Financial Services is a full service Broker/Dealer dedicated to providing quality customer service focused upon the unique financial objectives of our clients. Our firm offers a wide range of quality investment products and services, including:
Our brokers have many years of experience in providing financial advice and investments tailored to the specific needs of our clients. Because we do not sell proprietary products, this advice is free from a high pressure sales approach. Portsmouth prides itself on the kind of quality control a locally owned firm can offer. You are assured of attention to detail, monitoring of performance and ready access to top management. At Portsmouth, we always serve the best interests of our clients first; we listen to the needs of our clients, and provide the best services and investments that meet those needs. Brokerage ProductsYou can begin calling our offices at 6:00 A.M. (PST) to place trades for the market open and throughout the trading day. Our dedicated, experienced traders are here, monitoring the economic news broadcasting on our tv's and checking the live, real time feed on our workstations.Through our relationship with Pershing LLC, a subsidiary of The Bank of New York Mellon, and other secondary regional dealers, we offer the following products:
Best execution is our top priority and our communication systems are consistently upgraded to provide efficient, responsive and flexible trading. You can view your accounts online through NetExchange Client. That means no matter where you are, whether at home, the office or away, you can always stay informed on the status of your account. We offer a full array of retirement vehicles to meet your needs regardless of your age and circumstances. By delivering an exceptional level of personalized service and expertise, we will work with you to design a retirement portfolio.
Retirement Products for the Individual Investor include:
Tax-deferred Savings Products for Education:
If you have an extensive portfolio and need more value enhancing programs, we can offer several solutions tailored to meet your needs. These customized programs are designed to grow, protect, and conserve our client's wealth by delivering a unique level of personalized service and expertise.
Please call us to arrange for a confidential assessment and evaluation of your portfolio. We work closely with banks, law firms and large financial institutions to bring products and services to our corporate clients that are designed to grow, protect, and conserve our client's wealth by delivering an exceptional level of personalized service and expertise. To assist you in meeting the diverse needs of your employees, through Pershing LLC, a subsidiary of The Bank of New York Mellon, we offer: A wide range of employer-sponsored retirement plans such as:
Attractive Support Features for the Employer include:
No matter the size of your Human Resource Benefits department, we can take the hassle out of managing your sponsored retirement |
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Portsmouth
Financial Services - 625 Market St., 7th Floor, San Francisco, CA
94105 |