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How does the Advisor Help Clients – Key Takeaways:
A.E. Laufer Financial Services, Inc. is a leading financial firm that provides expert advice and guidance to clients seeking financial stability and growth. With a team of highly qualified advisors, the company is dedicated to helping its clients achieve their financial goals and make informed decisions towards a secure financial future.
Facts and Insights:
- Founded in 2005, A.E. Laufer Financial Services, Inc. has over 15 years of experience in the financial industry.
- The company has over $500 million in assets under management, demonstrating their success in managing clients’ assets and investments.
- A.E. Laufer Financial Services, Inc. has a team of 10 highly qualified financial advisors who bring a wealth of knowledge and experience to the table.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
| 2005 | 10 | $500 million |
Financial Services Offered:
A.E. Laufer Financial Services, Inc. offers a wide range of financial services to cater to their clients’ diverse needs. These services include portfolio management, retirement planning, estate planning, tax planning, and risk management.
Client Types:
A.E. Laufer Financial Services, Inc. caters to a variety of clients, including individuals, families, small business owners, and high net worth individuals. The company understands that each client has unique financial goals and offers personalized services to meet their specific needs.
Fees & Compensation:
The company follows a fee-based compensation structure, which means they are compensated based on a percentage of the assets they manage for their clients. This structure ensures that their interests align with their clients’ and they are motivated to help them grow their investments.
Background:
A.E. Laufer Financial Services, Inc. was founded by Mr. A.E. Laufer, a highly experienced financial advisor with over 20 years of experience in the industry. Mr. Laufer is a Certified Financial Planner (CFP) and has a Master’s degree in Finance from a top university. He leads the team of advisors at A.E. Laufer Financial Services, Inc. and shares his expertise and knowledge to provide the best possible financial solutions to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, A.E. Laufer Financial Services, Inc. is bound by strict regulations and follows ethical practices. They always act in the best interest of their clients and maintain transparency in all their dealings. The company also has a clean record with no disciplinary actions or complaints against them.