Steve Rokoszewski:    

Work Phone: 774-773-3036

James Mulligan:

Phone: 774-773-3033

Anchor Advisory Services
8A Court St.

Plymouth, Ma 02360

Mon - Fri: 9am - 5pm

​​Saturday: Closed

​Sunday: Closed




Here at Anchor, we have evolved from your premier scheduling company and now offer services which can improve your business in many aspects.  We are still exemplary in our approach to wholesaler scheduling and realize this is the service that allowed us to stand out from all industry standards and build our firm reputation in the industry, but we needed to offer more.  Throughout our years in business we realize there is a new approach to the wholesale distribution industry and we have designed our services to be both efficient and affordable.  


We continue to stand out from all competition with trained in-house associates supervised, coached and managed daily by partners with 36 years combined wholesaling and distribution experience​. With in-house employees, we can personally train and manage, instilling Anchor standards into their daily operational roles.  With this approach, we can offer growth opportunities within the company for each employee which greatly benefit our clients through training, experience and proven success on the phones. 




Our established sales network, along with a dedicated  in-house staff, specializes in increasing sales activity and volume to a broader advisor base. Together, implementing an innovative approach and resources, productivity will increase at each phase of your business development. Let Anchor Advisory Services navigate your path to financial success.

Our skilled staff, trained to fill your corporate conferences, events and calendar will expand your presence at industry conferences.  Let our team do the legwork and forego  losing valuable sales momentum.​​​ Additionally, we will assist with various call campaigns and projects


Not every company has the need nor the budget for an internal wholesaling team and this can pose a problem for the typical model of in-house internal wholesaling and scheduling.  At Anchor, we have taken the big box internal approach and have created a tailor-made model that suits your needs.  Whether this is a two to one, internal to wholesaler model or the traditional one-to-one approach we can customize to suit your needs.


At Anchor Advisory Services we have learned through our years of combined experience that the industry is changing and sponsor needs are not being met. Raising capital solely in the Independent Broker Dealer Channel isn't providing the desired results. Therefore, we created the "RIA Acquisition Group" as a turnkey approach to building valuable relationships in the Registered Investment Advisor (RIA) channel. We help sponsors and asset managers navigate this challenging but rewarding channel, helping create a more diversified, cost-effective revenue stream.


Thirty-six years in sales and distribution has provided Anchor with the insight  on operational strategies  combined with industry experience which will together  provide you with a blueprint on business expansion and improvement.  With a focus on channel strategies, product structure and sales-team design, Anchor is your valuable partner as you look to raise sales and brand awareness.



"It has been a pleasure to work with Janieva, John and the Anchor Advisory Services Team.  Their dedication and professionalism have had a tremendous impact on our wholesaling team.  Our calendars are full of appointments with high quality advisors.  The Anchor Team has been a true partner for our business and we would recommend them to anyone considering hiring a scheduler."

Eric P.  | President, Financial Services Firm focused on commercial real estate investment products