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Financial Institutions
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Great American Advisors® is a leading provider of investment,
insurance, annuities and retirement planning services to community banks. Your customers'
needs for financial services are as diverse as the hundreds of firms competing for their
business. For many institutions, partnering with GAA has proven a key strategy in crossing
traditional boundaries to provide alternative financial services to their clients.
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Customized Program
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GAA does not believe in a one size fits all program.
We realize that your institution is unique, and will work closely with you to develop
a program that meets both the needs of your institution AND your clients. Whether you
are starting a new program or transferring from an existing provider, our turnkey
installation provides the experience needed to make your alternative investment program
a success. GAA currently provides customized investment programs to over 100 financial
institutions throughout the United States.
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Dedicated FI Support
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GAA has a dedicated staff of financial professionals.
Our regional relationship managers and home office staff work directly with each of
our institutions to help them grow their investment program. Delivering continuous,
proactive and high quality support to your program is what we do best.
Program Installation and Branch Office Set Up
Financial Institution Procedures Manual
Investment Center University
Transition Team
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Compliance Support
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Our compliance department has an extensive background in the financial
institution and insurance regulatory arena and is especially responsive to meet your
compliance needs. Our staff is available for advertising review, advice about compliance
issues and to answer your questions.
Compliance Manual
Pre-audit Preparation Review
OSJ Supervision
Branch Office Audits
Timely Advertising Review
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What bankers are saying about us...
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The testimonials above may not be representative of the experience of other institutions.
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