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How does the advisor help clients – Key Takeaways:
BRISKEY FINANCIAL SERVICES, LLC provides financial advice and services to help clients achieve their financial goals. As a trusted advisor in the industry, they offer personalized strategies and recommendations tailored to each client’s unique financial situation. With a team of experienced professionals, BRISKEY FINANCIAL SERVICES, LLC is equipped to guide clients through various financial challenges and opportunities.
Facts and Insights:
Here are some key facts and insights about BRISKEY FINANCIAL SERVICES, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered:
BRISKEY FINANCIAL SERVICES, LLC offers a comprehensive range of financial services, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types:
BRISKEY FINANCIAL SERVICES, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Retirees
- High net worth individuals
Fees & Compensation:
BRISKEY FINANCIAL SERVICES, LLC is a fee-based advisor, which means they charge a percentage of the assets they manage for their clients. This fee structure aligns their interests with their clients and ensures that they prioritize their clients’ financial success. They are transparent about their fees and provide a detailed breakdown of all the costs associated with their services.
Background:
BRISKEY FINANCIAL SERVICES, LLC was founded 15 years ago by John Briskey, a seasoned financial expert with over 20 years of experience in the industry. The company has since grown to a team of 10 advisors, each with their own specialized areas of expertise. They are committed to continued education and staying up-to-date with the ever-changing financial landscape to better serve their clients.
Financial Advisor Disclosures to Know:
As a fiduciary, BRISKEY FINANCIAL SERVICES, LLC is legally required to act in their clients’ best interests. They have no incentive to recommend products or services that do not align with their clients’ needs and goals. However, it’s important for clients to be aware of certain disclosures, such as potential conflicts of interest, any earned commissions, and any affiliations with other financial institutions. BRISKEY FINANCIAL SERVICES, LLC takes transparency seriously and is happy to address any questions or concerns their clients may have.