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Banks and Credit Unions

Successful financial institutions are built on relationships one can bank on…dependable relationships right there in the community. If one truly wants the “one-stop-advantage” a financial institution can honestly provide, the right broker/dealer must provide a full range of financial services, the highest level of service, and ample flexibility.  ProEquities is that right broker/dealer.

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At ProEquities, we want to help financial institutions find the best solution to meet the financial services needs of their customers.

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We work closely with you to understand your unique needs so we can provide the exact level of support you need—from target marketing to education and staff training.

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With over 5000-plus mutual funds, 80-plus Variable Annuities, 30-plus Variable Life Carriers and more, we offer depth, diversity and the industry’s most trusted names.

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We offer a comprehensive, integrated technology platform to ensure that your business runs as efficiently as possible — giving you the tools, information, and support you need to truly grow your business.

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ProEquities knows client relationships are built on trust - just like most relationships - and they flourish due to a valued partnership.

Relationships Matter Most to Us

For us, relationships are what matter most. So we work hard to earn and keep your trust and partnership and strengthen that relationship by working hard and sharing your vision for growth, success, and personal achievement.

Succeeding for More Than 25 Years

We have a great track record here at ProEquities when it comes to continuous improvement. Over the years, we have refined just about every aspect of our business to continually improve, grow, and get better. Through it all, we maintain a strict adherence to our core values.

There are so many reasons why ProEquities can be a great fit for you and your business – from our vast array of products to our commitment to provide advisors and their clients with the highest levels of service possible. Whatever the reason, we’d like to share your vision and help grow your business with you. We have the talent, tools, and technologies to make your dreams a reality.