"Newbridge Securities Corporation established a clearing arrangement with COR in 2007 after clearing with several other firms during the previous six years. We quickly came to view COR Clearing as a business partner rather than a typical clearing firm due to the personalized nature of their service. They have always welcomed our ideas and suggestions for improved customer service, management reporting and operational procedures. They make every effort to either accommodate our suggestions or to provide us with an acceptable alternative solution. The personnel at COR are consistently responsive and friendly. We have an excellent clearing relationship."
— Robert P. Spitler, CPA
President and Chief Financial Officer - Newbridge Securities Corporation
"I am a principal & CFO of a full service broker/dealer with an extensive overseas clientele. Our relationship with COR Clearing has been critical in servicing these clients. COR’s expertise in currency conversions, AML & client service has allowed us to extend the U.S. Securities Market to multiple new client demographics. Also, the COR team is a wonderful group of people to work with."
— Pete Hoffman, CPA
Perrin, Holden & Davenport Capital
"As the President of WestPark Capital, my dealings with COR Clearing are more on a broad level than on a day-to-day basis. I get involved when there are issues that require special attention. I can say that there has never been a situation that has arisen where COR has not solved the issue in a timely manner. COR has always made us feel like we are partners rather than clients. As we continue to grow, I look forward to working with them to help us expand our capabilities. "
— Anthony C. Pintsopoulos
President and Treasurer - WestPark Capital, Inc.
"As a proprietor of a full-service investment firm which prides itself on delivering quality service, timing and performance to our clients, it is of the utmost importance to have the backing of a solid clearing agent and partner. COR Clearing has been our prime colleague in this facet. From the ground floor up their team has been nothing less than stellar, delivering impeccable service, dependability, and support. We are extremely indebted to them and as we continue to grow expect to maintain a strong affiliation with them for years to come."
— Dan Dvorznak
Managing Partner - A&F Financial Securities
"Our firm tends to compete with much larger peers and as a result we require a competitive advantage; we believe COR Clearing assists us in having that advantage. We have cleared through several firms in the past and chose COR in part because we were excited about their flexibility to provide custom-fit clearing solutions to our firm. They have met our requests, whether that was a live Bloomberg feed for order management, direct OASIS interface for our institutional clients, branding of websites and back-office systems to unique account services for some of our foreign clients. We have truly appreciated their commitment to helping us build our business."
— Alexander G. Montano
Managing Director, Corporate Finance Group - C. K. Cooper & Company
*Testimonials may not be representative of the experience of other clients
*Testimonials offer no guarantee of future performance or success
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