C.T. KARES ADVISORY GROUP, INC. is a leading financial advisory firm that has been in business for over 20 years. With a team of experienced advisors, the firm provides comprehensive financial services to their clients in an unbiased and objective manner. Their expertise and commitment to their clients’ financial well-being have made C.T. KARES ADVISORY GROUP, INC. one of the most trusted and respected names in the industry.
How does the advisor help clients – Key Takeaways:
– Offers comprehensive and personalized financial planning to help clients achieve their goals.
– Utilizes a team-based approach, providing clients with a range of expertise and perspectives.
– Provides unbiased advice and recommendations to help clients make informed financial decisions.
– Offers ongoing support and guidance to help clients navigate the ever-changing financial landscape.
Facts and Insights
C.T. KARES ADVISORY GROUP, INC. has a strong track record of success and has helped numerous clients achieve their financial goals. Here are some key numbers and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 10+ | 20+ years |
*as of 2021
Financial Services Offered
C.T. KARES ADVISORY GROUP, INC. offers a wide range of financial services to help clients achieve their long-term financial goals. Some of the services include:
– Investment Management
– Retirement Planning
– Tax Planning
– Estate Planning
– Education Planning
– Insurance Planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and small business owners. Their services are tailored to the specific needs of each client, regardless of their financial situation or goals.
Fees & Compensation
C.T. KARES ADVISORY GROUP, INC. prides itself on being transparent and upfront about their fees and compensation. They charge a percentage of assets under management as their annual advisory fee, which varies based on the level of services provided. The firm does not receive any commissions or fees from third-party providers, ensuring that their recommendations are solely based on the client’s best interest.
Background
The founder of C.T. KARES ADVISORY GROUP, INC., Catherine Kares, has over 30 years of experience in the financial industry. She holds a Bachelor’s degree in Finance and is a Certified Financial Planner™ professional. She is also actively involved in various professional organizations and has been recognized for her contributions to the field of financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, C.T. KARES ADVISORY GROUP, INC. is legally required to disclose any potential conflicts of interest to their clients. They also adhere to a strict code of ethics, putting their clients’ interests above all else. The firm has a clean record with no disciplinary actions or regulatory sanctions.
In conclusion, C.T. KARES ADVISORY GROUP, INC. offers comprehensive and personalized financial services to help their clients achieve their long-term financial goals. With a team of experienced advisors and a commitment to transparency and ethics, the firm is a trusted partner for individuals, families, and small business owners seeking professional financial guidance.