About 93 Financial Group, LLC
93 Financial Group, LLC is a reputable and experienced financial firm that offers expertise and guidance in managing clients’ financial portfolios. The company’s team of professionals combines their knowledge, experience, and a strong dedication to providing superior financial services to help clients make informed decisions about their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance.
- Personalized approach tailored to clients’ specific needs and goals.
- Comprehensive financial planning and management.
- Constant monitoring and adjustments to optimize clients’ portfolios.
- Transparent and ethical practices in all aspects of service.
Facts and Insights
93 Financial Group, LLC has been in business for over 20 years, providing exceptional financial services to clients. As of 2021, the company has over $1 billion in assets under management and is continuously growing its client base. With a team of 15 highly qualified and experienced advisors, the firm is dedicated to guiding clients towards achieving their financial goals and securing a stable financial future.
Assets Under Management, Number of Advisors and Time in Business:
| 93 Financial Group, LLC | |
|---|---|
| Assets Under Management | $1 billion+ |
| Number of Advisors | 15 |
| Time in Business | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Wealth management
Client Types
93 Financial Group, LLC caters to a diverse range of clients, including individuals, families, and small businesses. The firm has the expertise to assist clients in all stages of their financial journey, from young professionals just starting to save to retirees looking to preserve and grow their wealth.
Fees & Compensation
- The company primarily works on a fee-based model, charging a percentage of the assets under management.
- Some services may have additional fees, such as financial planning and tax preparation.
- The firm is committed to transparency and ensures that all fees and compensation are clearly communicated and understood by clients.
Background
93 Financial Group, LLC was founded in 1999 by a team of experienced financial professionals with a shared vision of providing customized and reliable financial solutions. The company is headquartered in New York City and has expanded to serve clients across the United States.
Financial Advisor Disclosures to Know
93 Financial Group, LLC values transparency and ethical practices, and as such, its advisors adhere to strict industry regulations and standards. Clients can expect their advisors to fully disclose any potential conflicts of interest and provide complete transparency in all financial transactions and decisions.