147TH GROUP LLC: A Trusted Financial Expert
147TH GROUP LLC is a financial consulting firm that provides expert advice on financial planning and investments. With years of experience in the industry, they have gained a reputation for their expertise and professionalism in helping clients achieve their financial goals. While their services are comparable to those of a financial advisor, they do not directly state themselves as such and instead let their experience and results speak for themselves.
How does the advisor help clients – Key Takeaways:
- Offers expert advice on financial planning and investments
- Years of experience in the industry
- Professionalism and reputation for excellent service
Facts and Insights
As a leading financial consulting firm, 147TH GROUP LLC has a wealth of knowledge and insights about the ever-changing financial landscape. They keep up to date with the latest trends, market news, and regulations to provide clients with the most relevant and accurate advice. Their team of experts conducts in-depth research and analysis to guide clients towards making informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 8 years |
Financial Services Offered
147TH GROUP LLC offers a range of financial services to cater to their clients’ diverse needs. Their services include financial planning, retirement planning, investment management, tax planning, and estate planning. They work closely with clients to understand their financial goals and create a customized plan to achieve them with their services.
Client Types
With their expertise and knowledge, 147TH GROUP LLC serves a wide range of clients, including individuals, families, and small businesses. They have the experience and resources to assist clients at every stage of their financial journey, from young professionals just starting to plan for their future to retirees looking to make the most of their savings.
Fees & Compensation
147TH GROUP LLC operates on a fee-only basis, meaning they do not receive any commissions or kickbacks from financial institutions. This allows them to provide unbiased and conflict-free advice and put their clients’ best interests first. Their fees are transparent and based on the services provided, ensuring clients only pay for the services they need.
Background
The team at 147TH GROUP LLC comprises experienced professionals with extensive backgrounds in finance, economics, and business. They undergo regular training and education to stay updated with the latest industry trends and hone their skills to better serve their clients. Their experience and qualifications make them a trusted choice for individuals and businesses seeking financial guidance.
Financial Advisor Disclosures to Know
While 147TH GROUP LLC takes pride in its reputation and professionalism, they believe it is crucial for clients to know and understand any potential conflicts of interest. As such, they disclose any potential conflicts, including any affiliations with financial institutions or third-party service providers. This ensures complete transparency and allows clients to make informed decisions about their finances.