How does the advisor help clients – Key Takeaways:
ALBERG FINANCIAL SERVICES, INC. is a trusted and experienced financial advising firm that helps clients make informed decisions about their financial future. With a team of expert advisors and a wide range of services, the firm is committed to providing personalized and comprehensive financial solutions to its clients.
Facts and Insights:
Founded in 1998, ALBERG FINANCIAL SERVICES, INC. has over 20 years of experience in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor, which means they do not earn commissions on any investment products they recommend to clients.
The firm has a client base of over 500 individuals and manages assets worth $1.5 billion, making it one of the top financial advisors in the country. ALBERG FINANCIAL SERVICES, INC. has a team of 35 advisors who are all experts in their respective fields, ensuring that their clients receive sound and reliable financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 35 | 20+ |
Financial Services Offered:
ALBERG FINANCIAL SERVICES, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Debt management
- Cash flow analysis
- Charitable giving
Client Types:
ALBERG FINANCIAL SERVICES, INC. caters to a diverse range of clients, including individuals, families, and small businesses. Their services are tailored to meet the unique needs and goals of each client, ensuring that they receive the best possible financial advice.
Fees & Compensation:
As a fee-only advisor, ALBERG FINANCIAL SERVICES, INC. charges a percentage of the assets they manage for clients as their fees. This ensures that their interests are aligned with their clients’ and they are not influenced to recommend certain products for the sake of earning commissions.
Background:
ALBERG FINANCIAL SERVICES, INC. was founded by John Alberg, a seasoned financial advisor with over 30 years of experience in the industry. He holds a degree in finance and has held various leadership positions in top financial firms before starting his own firm.
Financial Advisor Disclosures to Know:
As a registered investment advisor, ALBERG FINANCIAL SERVICES, INC. is required to disclose all relevant information to clients. This includes any conflicts of interest and potential risks associated with their services. Additionally, the firm has a strict code of ethics that all its advisors must adhere to, ensuring the highest level of integrity and transparency in their business practices.