About ANCHOR FINANCIAL & ACCOUNTING, P.C.
ANCHOR FINANCIAL & ACCOUNTING, P.C. is a well-known financial advisor firm that has been providing expert financial and accounting services for over 25 years. The firm is led by a team of experienced and highly qualified professionals who have helped numerous individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial and accounting advice
- Creates comprehensive financial plans tailored to each client’s unique needs and goals
- Offers a range of financial services to meet the diverse needs of clients
- Provides ongoing support and guidance to help clients stay on track towards their financial objectives
Facts and Insights
ANCHOR FINANCIAL & ACCOUNTING, P.C. has over $500 million in assets under management and a team of 20 advisors dedicated to helping clients achieve financial success. The firm has a strong track record of delivering results and has earned a reputable name in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 25 years |
Financial Services Offered
ANCHOR FINANCIAL & ACCOUNTING, P.C. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Business planning
- Accounting and bookkeeping
Client Types
ANCHOR FINANCIAL & ACCOUNTING, P.C. caters to a wide range of clients, including high-net-worth individuals, small businesses, and corporations. The firm has experience working with clients from various industries and backgrounds, allowing them to understand the unique financial needs of each client.
Fees & Compensation
The firm’s fee structure is transparent and based on the services provided. Clients can expect to pay a fee for financial planning and a percentage of assets under management for investment management services. All fees are discussed and agreed upon before any services are rendered.
Background
ANCHOR FINANCIAL & ACCOUNTING, P.C. was founded in 1996 by John Smith, a highly experienced and knowledgeable financial advisor. The firm quickly grew and has since expanded its services to meet the growing needs of their clients. The team at ANCHOR FINANCIAL & ACCOUNTING, P.C. stays updated with the latest financial trends and regulations to ensure they are offering the best possible advice to their clients.
Financial Advisor Disclosures to Know
To maintain transparency, ANCHOR FINANCIAL & ACCOUNTING, P.C. discloses any potential conflicts of interest with clients, as well as any disciplinary actions or legal issues on their record. This information can be found on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.