Testimonials
What Financial Professionals are saying about ORBA.
ORBA services Financial Professionals at all stages of their professional career – Novice, Emerging and Experienced. We encourage all prospective ORBA Financial Professionals to contact our current ORBA Financial Professionals to hear about their ORBA experiences first-hand.
Contact our New Relationships Department at 800-627-6722 to ask for contact information.
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Success in business today requires a team effort. No one individual is greater than the team as a whole. ORBA contributes significantly to our team by providing an ability to listen to our needs and help us come up with viable solutions that we can immediately apply. ORBA believes in building and maintaining relationships and our relationship with ORBA continues to have a positive effect on our bottom line. - Jeff Sorensen, President, Jeff Sorensen Financial Services |
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With ORBA, I have found a support team, a partnership of shared ideas, strategies and solutions that create wealth, generate possibilities, and build positive futures for all my clients. It’s a great match! - Sue Ellis, CFP® , CEO, The Ellis Group, Inc. |
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ORBA has positioned me to be on the frontier of our industry by helping me build strong relationships with my clients, by making sure I have the best technology to handle my office work-flow, and by supporting me with the latest tools to be competitive in my client markets. Their staff represents the kind of team support that is perfect for an independent producer. I am proud to be part of the ORBA family. - Scott Lebin, RFC, President, Managed Economics For Doctors |
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The team at ORBA has provided me and my practice with the technical expertise, marketing support and the ability to collaborate on client work with other high quality advisors around the country. ORBA is comprised of dedicated, knowledgeable professionals who strive to always do their very best and ALWAYS put our clients' best interests first. - Caroline Emswiler, CFP® , WEALTH Financial Consultant |
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Rarely do you find a Broker Dealer (TFA) and Branch (ORBA) that foster a culture of success for those of us whose practice is Outside the Box. They assist me in becoming a greater success at what I want to be not a clone or cookie cutter advisor. They help me be a better me! - Curt Howard, National Director Public Safety Sponsored Markets, ORBA Financial |
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I have been helping clients with their financial goals for more than 17 years. I can not believe that it has taken me this long to find the perfect branch, the perfect broker dealer. The ORBA team is a breath of fresh air for our industry. The support I receive from them is more than I have ever received over the years. Most importantly ORBA's help and support have helped increase my income dramatically and build my practice. Thanks ORBA! - Warren Nelson, CSA, LUTCF, |
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Our alliance with ORBA over the past 11 years has again proven one immutable fact…even with the finest quality products, a financial planning business cannot be successful without cutting-edge marketing and technology. Thank goodness with ORBA, we have it all! - Rich Mallonee, CFS, LUTCF, President, Mallonee Financial |
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The best ideas for client success that I have discovered, and the strongest technology support for my practice, have been acquired because of my affiliation with Gary Curry and the ORBA Team. - John Signorotti, CFP® , CLU® , ChFC® , President, The Signorotti Company |
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When I first started I searched long and hard for a model that would allow me to be an independent business owner while offering the support and guidance I knew I needed. ORBA provides a wonderful and rare balance between the two. It allows me to be me while helping to make me better at everything I do. I could not have attained my success without the wonderful team at ORBA. - Rich Jacobson, CFP® , CFA, Financial Advisor |



Testimonials











