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How does the advisor help clients – Key Takeaways:
CARDINAL PLANNING GROUP provides financial planning and wealth management services to clients. They are dedicated to helping individuals, families, and businesses achieve their financial goals through personalized strategies and expert guidance.
Some key takeaways of CARDINAL PLANNING GROUP’s services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance solutions
- Tax planning
- Business planning
- Education planning
Facts and Insights
CARDINAL PLANNING GROUP was founded in 2005 and is headquartered in New York City. They currently have over $500 million in assets under management and a team of experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10+ | 15+ |
Financial Services Offered
CARDINAL PLANNING GROUP offers a comprehensive range of financial services to help clients build and protect their wealth. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance solutions
- Tax planning
- Business planning
- Education planning
Client Types
CARDINAL PLANNING GROUP serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
CARDINAL PLANNING GROUP charges a fee based on a percentage of the assets under management. They believe in transparent pricing and do not receive any commissions or referral fees. This ensures that their clients’ interests are always their top priority.
Background
The team at CARDINAL PLANNING GROUP is led by a group of experienced and highly qualified financial professionals. They have a deep understanding of financial markets and the latest industry trends, allowing them to provide trustworthy and effective financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CARDINAL PLANNING GROUP has a fiduciary duty to act in the best interests of their clients. This means they are legally obligated to always put their clients’ interests first and disclose any potential conflicts of interest.
- They have a strict code of ethics and adhere to all regulatory requirements.
- They fully disclose all fees and potential conflicts of interest to their clients.
- They work solely for their clients and do not receive commissions or referral fees from any third parties.