How does the advisor help clients – Key Takeaways:
BORGES FINANCIAL helps clients achieve their financial goals by providing expert advice and services in a range of financial areas. Their team of professionals has a wealth of experience and knowledge to support clients in making informed decisions about their finances.
Facts and Insights
Founded in 2005, BORGES FINANCIAL has established itself as a leading financial advisory firm. They have a strong and reputable track record of helping clients grow their wealth and secure their financial future. Their team consists of highly qualified and experienced financial professionals who stay up-to-date on industry trends and best practices.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
BORGES FINANCIAL offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, and estate planning. They also provide personalized financial plans and ongoing portfolio management to help clients achieve their specific financial goals.
Client Types
BORGES FINANCIAL works with a diverse range of clients, including individuals, families, small business owners, and executives. They understand that each client has unique financial goals and needs, and they tailor their services to meet those individual needs.
Fees & Compensation
BORGES FINANCIAL charges a competitive fee based on a percentage of assets under management. This fee structure aligns the advisor’s incentives with the clients, as the more their clients’ assets grow, the more the advisor is compensated. They do not receive any commissions or incentives from third-party products, ensuring they always act in the best interest of their clients.
Background
BORGES FINANCIAL was founded by John Borges, a highly respected and experienced financial advisor. With over 25 years of experience in the financial industry, John is known for his in-depth knowledge and ability to deliver practical financial solutions to his clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is essential to be aware of any potential conflicts of interest or disciplinary actions. BORGES FINANCIAL has a clean record with no disclosures on their record, providing peace of mind to clients.