ANN ARBOR, Mich., Sept. 21, 2018 /PRNewswire/ -- Sigma Financial Corporation, a mid-west comprehensive financial services broker-dealer, is celebrating their 35th anniversary this week.
Jerry Rydell, owner of Sigma Financial Corporation, contributes their continued success to their dedicated and knowledgeable staff. "Sigma's achievements relate directly to our staff's longevity. Our average employee tenure is nearly a decade with our management team averaging 18 years and executive team over 26 years." Jerry goes on to say, "Having a staff who is experienced and enthusiastic is an important part of what makes us thrive."
While staff longevity plays a major role in the company's success factor, the firm also recognizes that it cannot happen solely without innovative thought leadership to accompany it. "We have spent the last two years creating a technology stack that integrates well with each other and this technology stack is offered to all of our advisors as part of their affiliation fee," says Tony Bacarella, Director of Case Planning. The tech stack includes systems and software such as: RedTail CRM, Riskalyze, Peter Montoya Marketing Library, Horsesmouth, Wealthscape, Microsoft Outlook-Hosted Exchange, and Docupace.
Many industry leaders have taken note and recognized Sigma's on-going accomplishments. Jennifer Bacarella, Director of Firm Development explains that over the last 35 years, Sigma has been a key contender for many awards throughout the industry. "Sigma has been the Broker-Dealer of the Year with Investment Advisor Magazine 9 times, coming in as runner up in 2018. We also walked away with a WealthManagement Industry Award the last two years, and has been named one of InvestmentNews Top Independent Broker Dealers for as long as I can remember," Jennifer says. Jennifer, herself, has been named as one of "Crain's Detroit Notable Woman in Finance". She earned this most recent accolade for her work in promoting women in finance heavily over the last few years.
Over the last 35 years, Sigma Financial has celebrated many wins with the biggest one being their charitable involvements. "I am very proud of our staff and advisors for their huge contributions to our nation's vets over the last few years. In 2016, they raised over $30,000 for the Semper Fi Funds, and in 2017 we raised over $64,000 for the Travis Mills Foundation- both dedicated to our military veterans," explains Jerry. The firm's staff also raised funds throughout the year in their "Choose Your Charity" initiative, where the staff votes on charities to donate to each quarter, and raises funds through potlucks, silent auctions, raffles, and more. In 2017, the staff alone raised $1500 for 5 charities, donated over 100 toys for Toys for Tots, and sponsored three families through the Salvation Army.
To find out more about Sigma Financial Corporation and their continued success in the financial industry, contact Director of Firm Development, Jennifer Bacarella at (888) 744-6264 or at [email protected].
About Sigma Financial Corporation
With a caring staff empowered to deliver personal, innovative support, Sigma Financial Corporation partners with independent financial advisors committed to enhancing their clients' experience in an ethical, trustworthy manner. They provide comprehensive financial planning tools, solutions, and services supporting their representatives' efforts in guiding their clients toward financial success.
300 Parkland Plaza | Ann Arbor, MI 48103 | 888-744-6264
SOURCE Sigma Financial Corporation
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