Subject: Blucora Acquisition of HD Vest Will Not Affect My Day-To-Day Business or Your Accounts
As you may have seen in the news today, HD Vest Investment ServicesSM, the broker/dealer I am affiliated with and who supports my office with the investment-related business, has entered into an agreement to be acquired by Blucora, Inc. What does this mean for you? There will be no changes to the service and support you receive from me, as well as the handling of any of your HD Vest accounts. There is no impact to my business or my clients as this reflects a change in the ownership of HD Vest. They have been in communication with me as one of their large network of Advisors and have explained the benefits of this new ownership structure, as well as addressed any of my own concerns as it relates to potentially affecting my clients.
This move will help HD Vest continue to grow and expand, and HD Vest will still retain its independence and current business operations structure. I am confident in the leadership team at HD Vest, and I believe this change in ownership represents a continuing opportunity for me to partner with a firm focused on long-term growth and the continuing support of my business.
I know you trust me with your business, and ensuring that our relationship and the services I provide is backed by a strong committed firm is paramount to me. My partnership with HD Vest is strong, and their dedication to the support of my investment practice has always been a vital part of my continued success in serving my clients. I am confident in their strategic direction and the ongoing support they will provide my firm.
If you have any questions, do not hesitate to contact us.
FINLEY & NEAL FINANCIAL SERVICES, PLLC
*Amanda G. Neal, CPA, CFP® (979) 848-0951
*Barry L. Finley, CPA, CFP®
*Securities offered through H.D. Vest Investment Services SM,
Member SIPC. Advisory Services offered through H.D. Vest Advisory Services SM,
116 South Velasco, Angleton, Texas 77515, (979) 848-0951
Finley & Neal Financial Services, PLLC is not a registered broker / dealer or
independent investment advisory firm.