How does the advisor help clients – Key Takeaways:
CAREY INVESTMENT SOLUTIONS LLC is a trusted financial advisor, offering expert solutions and guidance to their clients. The firm works closely with clients to develop customized financial plans tailored to their unique needs and goals.
Some key takeaways about how the advisor helps their clients include:
- Providing personalized financial planning services
- Offering a wide range of financial services
- Focusing on the long-term financial well-being of clients
- Building strong partnerships with clients to achieve their financial goals
Facts and Insights
CAREY INVESTMENT SOLUTIONS LLC has been in business for over 15 years and has a team of experienced and knowledgeable advisors. The firm has managed assets worth millions of dollars for clients and has helped them achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 Million | 5 | 15 years |
Financial Services Offered
CAREY INVESTMENT SOLUTIONS LLC offers a comprehensive range of financial services to their clients. These include:
- Financial planning and investment management
- Retirement planning and income solutions
- Tax planning and preparation
- Estate planning and wealth transfer
- Insurance and risk management
Client Types
CAREY INVESTMENT SOLUTIONS LLC works with a diverse range of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Families and individuals
- Non-profit organizations
Fees & Compensation
The firm charges a fee for their services, based on a percentage of the assets they manage for their clients. This fee structure ensures that the advisor’s interests are aligned with those of their clients, as they only earn more when their clients’ investments perform well.
Background
CAREY INVESTMENT SOLUTIONS LLC was founded by financial expert John Carey, who has over 20 years of experience in the industry. The firm prides itself on its strong client relationships, personalized approach, and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As part of its commitment to transparency, CAREY INVESTMENT SOLUTIONS LLC wants its clients to be fully informed about their financial advisor. Some important disclosures about the firm and its advisors include:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- The advisors at the firm have no disciplinary history
- The firm has no conflicts of interest with clients