BACZKOWSKI & COMPANY
Baczkowski & Company is a reputable financial advising firm that has been providing top-notch services to its clients for over 20 years. Their team of experienced advisors is dedicated to helping clients achieve their financial goals through expert guidance and personalized strategies.
About BACZKOWSKI & COMPANY
Founded in 1999, Baczkowski & Company has grown to become a leading financial advising firm in the industry. The firm is based in New York City and serves a wide range of clients, including individuals, families, and businesses.
How Does the Advisor Help Clients – Key Takeaways:
- Expert financial guidance and personalized strategies
- A wide range of financial services offered
- Experienced team of advisors
- Over 20 years of industry experience
Facts and Insights
As a trusted financial expert, Baczkowski & Company has provided impressive results to their clients over the years. With a focus on building long-term relationships, the firm offers customized solutions tailored to each client’s unique financial goals and needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (as of 2019) | Number of Advisors (as of 2021) | Years in Business |
|---|---|---|
| $1.5 billion | 10 | 22 |
Financial Services Offered
Baczkowski & Company offers a wide range of financial services to cater to the diverse needs of their clients. These include but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
The team at Baczkowski & Company has experience in working with various types of clients, including:
- High net worth individuals
- Business owners and executives
- Pre-retirees and retirees
- Young professionals
Fees & Compensation
Baczkowski & Company is a fee-only firm, which means they do not earn commissions or fees from selling financial products. This ensures that their advisors always act in the best interest of their clients, without any conflict of interest.
The firm’s fees are based on a percentage of assets under management, making their compensation directly tied to the performance of their clients’ portfolios. This incentivizes the advisors to work hard and continuously strive for the best results for their clients.
Background
The founder and president of Baczkowski & Company, John Baczkowski, has over 30 years of experience in the financial industry. He holds various professional certifications, including Certified Financial Planner (CFP) and Certified Public Account (CPA). The firm’s team of advisors also has extensive experience and expertise in various areas of financial planning.
Financial Advisor Disclosures to Know
Baczkowski & Company takes transparency and integrity seriously and adheres to all financial advisor disclosure requirements. A few items to note are:
- No disciplinary actions against the firm, its advisors, or employees
- No criminal or civil proceedings in the past 10 years
- No customer complaints or arbitrations in the past 10 years
When working with Baczkowski & Company, clients can rest assured that they are partnering with a trustworthy and ethical financial advisor.