Your Broker Financial is a family owned and operated business that has provided dedicated, knowledgeable service and comprehensive financial advice for more than forty years.
In 1964, Julian Liotine started in the business as an independent representative because he wanted the freedom to choose the products best suited for his current and potential clients. He chose the name Your Broker Financial because he wanted to belong to his clients. As the business grew, Julian nourished the dream that someday his children would join him and turn the business into a true family operation. Then voila! In 2001 his daughter Rita joined him to continue the family financial planning legacy. A few years later, the family business was complete when his first born daughter Joanna* joined the firm as an attorney, offering estate planning and real estate closing services.
Now the family operation of Your Broker Financial provides, as Julian puts it, “total services for our clients”. One telephone call to our office and a client is completely taken care of. Julian and Rita provide direction through the complicated financial environment, while Joanna provides valuable legal advice – helping clients plan for the future.
*Joanna M. Liotine Leafblad is not affiliated with Lincoln Investment. Legal services are not offered through nor supervised by Lincoln Investment.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (708) 460-4542.
Our work here at Your Broker Financial is based on you and your unique situation. Combined, our team brings more than seventy years of professional experience to the table as you plan for your financial future. Our clients are young people at the start of their careers, mid-career professionals and business owners, as well as folks who are anticipating their retirements. Many of our clients come to us through referrals from friends and family who are Your Broker Financial clients themselves. Our family tradition of service and plain speaking is centered on helping our clients meet their goals. We work together as a family in our practice by choice. We treat each client like a part of our family.
Here at Your Broker Financial we like to put it this way: Your family, your goals - Your Broker Financial.