How does BUFFINGTON MOHR MCNEAL help clients – Key Takeaways:
BUFFINGTON MOHR MCNEAL is a renowned financial advisory firm that offers specialized services to individuals and businesses. The firm prides itself on providing expert financial advice and assisting clients in achieving their financial goals. Here are some key takeaways of how BUFFINGTON MOHR MCNEAL helps clients:
- Personalized financial strategies: BUFFINGTON MOHR MCNEAL understands that every client is unique and has different financial goals. The firm works closely with each client to create personalized financial strategies that align with their goals and risk tolerance.
- Comprehensive financial planning: In addition to investment management, BUFFINGTON MOHR MCNEAL offers comprehensive financial planning services. This includes retirement planning, tax planning, estate planning, and more.
- Ongoing support and guidance: BUFFINGTON MOHR MCNEAL believes in building long-term relationships with its clients. The firm provides ongoing support and guidance to help clients stay on track towards their financial goals.
Facts and Insights
Since its inception, BUFFINGTON MOHR MCNEAL has established itself as a top-performing financial advisory firm. Here are some interesting facts and insights about the firm:
- Assets under management: As of 2021, BUFFINGTON MOHR MCNEAL manages over $1 billion in assets for its clients.
- Number of advisors: The firm has a team of experienced and knowledgeable advisors who work closely with clients to achieve their financial goals.
- Time in business: BUFFINGTON MOHR MCNEAL has been in business for over 20 years, providing expert financial guidance to individuals and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $1 billion | 10+ |
| 2020 | $900 million | 10+ |
| 2019 | $800 million | 10+ |
Financial Services Offered:
BUFFINGTON MOHR MCNEAL offers a wide range of financial services to meet the diverse needs of its clients. Some of their services include:
- Investment management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- And more
Client Types:
BUFFINGTON MOHR MCNEAL caters to a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Individuals and families
- And more
Fees & Compensation:
The fees and compensation structure at BUFFINGTON MOHR MCNEAL is fully transparent and fair. The firm adheres to a fee-only model, which means it is compensated solely by client fees. There are no hidden fees or commissions involved, ensuring that the firm’s interests are aligned with the clients’ best interests.
Background:
BUFFINGTON MOHR MCNEAL was founded in 1990 by a team of experienced financial advisors who shared a common vision of providing expert financial guidance to their clients. The firm has grown significantly since then and is now considered one of the top financial advisory firms in the country.
Financial Advisor Disclosures to Know:
As a reputable financial advisory firm, BUFFINGTON MOHR MCNEAL believes in transparency and open communication with its clients.