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How does the advisor help clients – Key Takeaways:
ARMSTRONG & ASSOCIATES, INC. provides comprehensive financial services to help clients achieve their financial goals. They offer personalized solutions and expert advice to assist clients with managing their wealth and making informed financial decisions.
Facts and Insights
ARMSTRONG & ASSOCIATES, INC. has been in business for over 25 years and has a team of experienced and knowledgeable advisors. They have a proven track record of helping clients navigate the ever-changing financial landscape and achieve their desired financial outcomes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 25 years |
Financial Services Offered
ARMSTRONG & ASSOCIATES, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Business planning
Client Types
ARMSTRONG & ASSOCIATES, INC. works with a variety of clients, including individuals, families, and small business owners. They have experience and expertise in serving clients from various industries and backgrounds, and they tailor their services to meet each client’s specific needs and goals.
Fees & Compensation
ARMSTRONG & ASSOCIATES, INC. charges a fee for their services, which is based on the assets under management. This fee structure ensures that their interests are aligned with their clients’ goals, as they only earn more when their clients’ investments grow. They believe that this fee structure is transparent and fair, and it helps build a long-term relationship with their clients.
Background
ARMSTRONG & ASSOCIATES, INC. was founded by John Armstrong, a highly respected financial advisor with over 30 years of experience in the industry. John’s vision for the company was to create a client-focused firm that provides unbiased and personalized financial advice. Today, the firm has grown to a team of 15 advisors who share John’s vision and commitment to serving their clients with integrity and expertise.
Financial Advisor Disclosures to Know
ARMSTRONG & ASSOCIATES, INC. is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interest of their clients at all times. This means that they must disclose any potential conflicts of interest and always prioritize their clients’ needs and goals.
Additionally, all advisors at ARMSTRONG & ASSOCIATES, INC. are required to follow the firm’s strict code of ethics and comply with all relevant laws and regulations. They also undergo regular training and education to stay updated on industry developments and best practices.