Whitney and Associates Revenue and Competitors

Independently owned, Whitney and Associates saw an opportunity to put the value back into marketing for agents. As agents ourselves, we were tired of the same old solutions to a never ending problem, marketing. We wanted to be able to get in front of a consistent amount of clients and actually help them with their retirement planning, which included Social Security. It took many years but we finally found the solution! We have structured our business so that everyone involved has skin in the game; Us (Whitney & Associates), the marketing team and you (the advisor). We feel that is the only way a true partnership can exist. If you have not watched our video, please do, and we will tell you how our partnership works. We look forward to working with you!