As an experienced financial expert, BRIAN B. BUNN CPA, PLLC provides clients with comprehensive financial planning and advisory services. With a focus on building long-term relationships, BRIAN B. BUNN CPA, PLLC works closely with clients to understand their unique financial goals and develop strategies to help them achieve them.
H2: How does the advisor help clients – Key Takeaways:
– BRIAN B. BUNN CPA, PLLC offers personalized financial planning and advisory services to help clients achieve their financial goals.
– They have a team of highly experienced advisors who are dedicated to providing excellent service and guidance to their clients.
– BRIAN B. BUNN CPA, PLLC focuses on building long-term relationships with clients to ensure ongoing support and attention to their financial needs.
H2: Facts and Insights
Founded in 1998, BRIAN B. BUNN CPA, PLLC has been providing financial planning and advisory services to clients for over two decades. With a team of experienced advisors and a strong commitment to client satisfaction, BRIAN B. BUNN CPA, PLLC has a track record of success in helping clients reach their financial goals.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|————————|———————|——————-|
| $50 million | 5 | 22 years |
H2: Financial Services Offered
BRIAN B. BUNN CPA, PLLC offers a wide range of financial services to help clients achieve their financial objectives. These services include:
– Personal financial planning
– Retirement planning
– Investment management
– Tax planning and preparation
– Estate planning
– Insurance planning
– Education planning
– Business succession planning
H2: Client Types
BRIAN B. BUNN CPA, PLLC works with a diverse range of clients, including individuals, families, and business owners. Their client base includes those in various industries such as healthcare, technology, and manufacturing.
H2: Fees & Compensation
BRIAN B. BUNN CPA, PLLC charges fees based on a percentage of assets under management and a one-time fee for financial planning services. They believe in transparent and fair compensation and do not receive commission for any financial products recommended to clients.
H2: Background
BRIAN B. BUNN CPA, PLLC was founded by Brian Bunn, a Certified Public Accountant (CPA) with over 30 years of experience in the financial services industry. Bunn is also a Personal Financial Specialist (PFS), a designation for CPAs who specialize in personal financial planning.
H2: Financial Advisor Disclosures to Know
As a registered advisor, BRIAN B. BUNN CPA, PLLC is required to disclose any potential conflicts of interest to clients. They are also required to abide by strict ethical standards and act in the best interests of their clients at all times. Bunn and his team are committed to maintaining the highest level of transparency and integrity in their client relationships.
In conclusion, BRIAN B. BUNN CPA, PLLC is an experienced and reputable financial advisor that offers comprehensive services to help clients achieve their financial goals. With a long history of success and a dedicated team of advisors, clients can trust in the expertise and guidance of BRIAN B. BUNN CPA, PLLC for their financial planning and advisory needs.