How does ARMSTRONG FINANCIAL STRATEGIES help clients – Key Takeaways:
ARMSTRONG FINANCIAL STRATEGIES is a leading financial advisory firm that prides itself on providing expert guidance and personalized financial strategies to its clients. With extensive experience in the industry, the team at ARMSTRONG FINANCIAL STRATEGIES is equipped to assist clients with various financial needs and goals. Here are some key takeaways on how the firm helps its clients:
- Offers personalized financial solutions tailored to specific client needs and goals.
- Provides expert advice on investment management, retirement planning, tax planning, and more.
- Employs a client-first approach to ensure each client receives the highest quality service.
- Strives to build long-lasting relationships with clients, providing ongoing support and guidance.
Facts and Insights
Founded in 2003, ARMSTRONG FINANCIAL STRATEGIES has over 18 years of experience in the financial industry. Headquartered in New York City, the firm serves clients nationwide, helping them reach their financial goals and achieve peace of mind. The team at ARMSTRONG FINANCIAL STRATEGIES brings a wealth of knowledge and expertise to the table, making it a trusted partner for all types of financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2003 | 10 | $100 million |
| *Numbers are publicly available through ARMSTRONG FINANCIAL STRATEGIES’ latest annual report. | ||
Financial Services Offered
ARMSTRONG FINANCIAL STRATEGIES offers a wide range of financial services to help clients achieve their goals. These services include:
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Wealth Management
Client Types
ARMSTRONG FINANCIAL STRATEGIES serves clients from all walks of life, including:
- Individuals
- Families
- Business Owners
- Corporate Executives
Fees & Compensation
ARMSTRONG FINANCIAL STRATEGIES follows a fee-based compensation structure, meaning that the firm charges a fee for the services provided rather than receiving commissions. This allows the firm to remain unbiased and solely focused on the best interests of its clients. The fees charged by ARMSTRONG FINANCIAL STRATEGIES may vary depending on the services received and the complexity of the client’s financial situation.
Background
The team at ARMSTRONG FINANCIAL STRATEGIES is led by John Armstrong, an experienced financial advisor with over 25 years of industry experience. He holds various industry certifications, such as the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), and is backed by a team of highly qualified and experienced professionals. Together, they provide comprehensive financial guidance and support to clients, helping them make sound financial decisions.
Financial Advisor Disclosures to Know:
As a registered investment advisor, ARMSTRONG FINANCIAL STRATEGIES is bound by fiduciary duty, which means they are legally obligated to act in the best interests of their clients. The firm also follows all necessary regulations and disclosures, including:
- Annual audited financial statements
- Form ADV, which provides key information about the firm’s services, fees, and disciplinary history
- Annual compliance review to ensure adherence to industry regulations
Overall, ARMSTRONG FINANCIAL STRATEGIES stands out as a trusted and reputable financial advisory firm, providing expert guidance and personalized solutions to help clients achieve their financial goals and secure their future.