Trusted Financial Advisor Reviews

Our Services

ProGarrett Solutions provides specialized, conflict-free evaluations of financial services professionals engaged by government entities. Services include comprehensive due-diligence reviews, CRD/BrokerCheck analysis, complaint history review, ethics and fiduciary alignment assessment, fee model and compensation structure analysis, identification of conflicts of interest, suitability reviews, and ongoing performance monitoring. We support procurement officers by providing advisor-selection criteria, evaluation frameworks, recommendation reports, and defensible documentation that reduces fiduciary and ethical risk.

Due Diligence

In-depth reviews of financial professionals’ backgrounds and complaint histories.

Performance Monitoring

Ongoing tracking of advisor performance to maintain fiduciary and ethical standards.