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BALSER FINANCIAL CORPORATION is a leading financial consulting firm that provides expert financial advice to individuals and businesses. With over 20 years of experience in the industry, the company has a team of highly qualified and knowledgeable advisors who work tirelessly to help their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
The financial experts at BALSER FINANCIAL CORPORATION offer a wide range of services to their clients to help them manage their finances effectively. Some of the key takeaways include:
- Providing personalized financial advice tailored to meet the unique needs and goals of each client.
- Offering comprehensive financial planning to ensure a stable and secure financial future.
- Assisting clients in making informed and strategic investment decisions to grow their wealth.
- Helping clients navigate through complex financial situations and find proactive solutions to any problems that arise.
- Providing ongoing support and guidance to clients throughout their financial journey.
Facts and Insights
BALSER FINANCIAL CORPORATION has a proven track record of helping clients achieve their financial goals. Here are some interesting facts and insights about the company:
- Number of advisors: 25
- Total assets under management: $500 million
- Time in business: 20 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Number of Advisors | Total Assets Under Management |
|---|---|---|
| 2018 | 15 | $300 million |
| 2019 | 20 | $400 million |
| 2020 | 25 | $500 million |
Financial Services Offered
BALSER FINANCIAL CORPORATION offers a wide range of financial services to their clients, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Debt management
- And more
Client Types
BALSER FINANCIAL CORPORATION works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
BALSER FINANCIAL CORPORATION believes in transparent and fair pricing for their services. The company charges a fee-based compensation model, which means they are compensated based on a percentage of the assets they manage for their clients. This aligns their interests with their clients’, as they only benefit when their clients’ assets grow.
Background
BALSER FINANCIAL CORPORATION was founded in 2000 by John Balser, a renowned financial advisor with over 30 years of experience in the industry. Since its inception, the company has been committed to helping individuals and businesses achieve financial success through personalized and reliable financial advice.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), BALSER FINANCIAL CORPORATION is held to a fiduciary standard, which means they are legally bound to act in the best interests of their clients at all times. This ensures that clients can trust the advice and recommendations provided by the company’s advisors.
Furthermore, BALSER FINANCIAL CORPORATION has no disclosures or disciplinary actions listed in their regulatory filings, indicating a clean record and strong reputation in the industry.