How does BORER DENTON & ASSOCIATES, INC. help clients – Key Takeaways:
BORER DENTON & ASSOCIATES, INC. is a leading financial advising firm that provides expert guidance and support to clients in managing their financial assets. They utilize their extensive knowledge and experience in the financial industry to help clients reach their financial goals and secure their financial future. Here are some key takeaways on how BORER DENTON & ASSOCIATES, INC. helps their clients:
- Provide personalized and tailored financial advice based on individual goals and needs
- Offer a wide range of financial services to cater to all aspects of their clients’ financial well-being
- Utilize advanced technology and tools to optimize investment strategies and risk management
- Provide ongoing support and guidance to clients for long-term success
Facts and Insights
Founded in 1998, BORER DENTON & ASSOCIATES, INC. has been a trusted financial advisor to individuals, families, and businesses for over two decades. They have a team of experienced and highly qualified advisors who are dedicated to providing exceptional financial services and upholding the highest level of integrity and professionalism.
With a strong track record of success and a deep understanding of the ever-changing financial landscape, BORER DENTON & ASSOCIATES, INC. has helped countless clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors, and Time in Business:
| As of Date | Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|---|
| December 31, 2020 | $500 million | 15 | 22 years |
| December 31, 2019 | $400 million | 12 | 21 years |
Source: BORER DENTON & ASSOCIATES, INC.
Financial Services Offered
BORER DENTON & ASSOCIATES, INC. offers a comprehensive range of financial services to help clients manage and grow their wealth. Some of their key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Wealth preservation
Client Types
BORER DENTON & ASSOCIATES, INC. caters to a diverse range of clients including:
- High-net-worth individuals
- Retirees
- Business owners
- Individuals and families
- Corporate executives
- Non-profit organizations
Fees & Compensation
BORER DENTON & ASSOCIATES, INC. is a fee-based firm, which means their advisors may earn both fees and commissions for their services. However, they are committed to transparency and will always disclose any fees or commissions to their clients before providing any services.
The specific fees and compensation structure may vary depending on the services provided and the individual needs of the client. BORER DENTON & ASSOCIATES, INC. strives to keep their fees competitive and reasonable.
Background
BORER DENTON & ASSOCIATES, INC. was founded in 1998 by John Borer and David Denton, two highly experienced financial advisors. They established the firm with a vision to help individuals and businesses achieve financial success and security through customized financial planning and quality services.
Today, BORER DENTON & ASSOCIATES, INC. is recognized as a leading financial advising firm, with a team of skilled and knowledgeable advisors who are committed to providing exceptional services and building long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any