tagACT Association Financial Services, LLC is a well-respected financial firm dedicated to providing top-notch services to its clients. With over 20 years of experience in the industry, the firm has established itself as a reliable and knowledgeable partner for individuals and businesses alike.
H2: How does the advisor help clients – Key Takeaways:
ACT Association Financial Services, LLC specializes in providing a wide range of financial services to help clients reach their financial goals. Some of the key takeaways of the firm’s approach include:
– Providing personalized financial strategies tailored to each client’s specific needs and goals.
– Offering comprehensive investment management services to help clients grow and protect their wealth.
– Utilizing a team-based approach to ensure clients have access to a diverse range of expertise and resources.
– Maintaining open and transparent communication with clients to keep them informed and involved in their financial decisions.
H2: Facts and Insights
ACT Association Financial Services, LLC is a registered investment advisor, regulated by the Securities and Exchange Commission (SEC). Here are a few key facts and insights about the firm:
– The firm currently manages over $500 million in assets under management.
– It has a team of 8 dedicated and experienced financial advisors who work together to provide the best possible outcomes for clients.
– ACT Association Financial Services, LLC has been in business for over 20 years, serving a wide range of clients including individuals, families, and businesses.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 20+ years |
H2: Financial Services Offered
ACT Association Financial Services, LLC offers a wide range of financial services aimed at helping clients achieve their financial goals. These services include:
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Risk management and insurance solutions
– Education planning
– Business planning
H2: Client Types
ACT Association Financial Services, LLC serves a diverse set of clients, including:
– Individuals and families
– High-net-worth individuals
– Small and medium-sized businesses
– Non-profit organizations
H2: Fees & Compensation
The firm’s fees and compensation structure is based on the assets under management, with a fee-only model. This means that the advisors do not receive commissions or incentives for recommending specific investments, ensuring their recommendations are solely based on the client’s best interest.
H2: Background
ACT Association Financial Services, LLC was founded in 1999 and has grown to become a trusted and reputable financial firm. The team of experienced advisors at the firm has a wide range of expertise in different areas of financial planning, ensuring that clients have access to comprehensive and well-rounded advice.
H2: Financial Advisor Disclosures to Know
As a registered investment advisor, ACT Association Financial Services, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. The firm also has a clean record with no disciplinary actions or regulatory sanctions.
With a strong focus on providing personalized and transparent financial services, ACT Association Financial Services, LLC continues to be a top choice for clients seeking experienced and trustworthy financial guidance.