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How does the advisor help clients – Key Takeaways:
BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC is a team of financial experts dedicated to providing top-notch financial advisory services to their clients. With a professional approach and an extensive range of services, they work diligently to help their clients achieve their financial goals.
Facts and Insights
As a renowned financial advisory firm, BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC has established a reputation for providing valuable insights and expert advice to their clients. They are dedicated to staying up-to-date with the latest market trends and financial regulations to ensure that their clients receive the best possible guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 20+ years |
The substantial AUM of BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC is a testament to their successful track record and the trust that their clients have in their services. With a team of 10+ experienced advisors and over 20 years in the industry, they have the expertise and experience to guide their clients towards financial success.
Financial Services Offered
BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC offers a diverse range of financial services to their clients. They specialize in financial planning, wealth management, tax planning, retirement planning, and more. With a comprehensive approach and tailored solutions, they assist their clients in meeting their short and long-term financial goals.
Client Types
BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC caters to a wide range of clients, including individuals, families, small businesses, and corporate clients. Their services are tailored to meet the unique needs and financial goals of each client.
Fees & Compensation
As a fee-only advisory firm, BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC is committed to acting in the best interests of their clients. They do not earn any commissions or kickbacks from financial products, ensuring that their advice is unbiased and purely focused on their clients’ financial success.
Background
BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC was established in 1999 and has since been providing exceptional financial advisory services to clients in various industries. With a team of highly qualified and experienced advisors, they have a solid reputation in the financial industry for their expert guidance and successful results.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC holds itself to the highest standards and has a fiduciary duty to act in the best interests of their clients. They are transparent about all potential conflicts of interest and financial disclosures, ensuring complete honesty and integrity in their services.