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How does the advisor help clients – Key Takeaways:
COLLIGAN ADVISORY, LLC acts as a financial expert and guide to help clients achieve their financial goals. They provide personalized advice and services, tailored to each client’s unique financial situation. Their aim is to help clients make sound financial decisions and build a strong financial foundation for their future.
The key takeaways of how COLLIGAN ADVISORY, LLC helps clients are:
- Provides personalized financial advice and strategies based on clients’ individual goals and needs.
- Uses their expertise and market knowledge to make informed investment decisions for clients.
- Regularly reviews and adjusts clients’ portfolios to ensure they are on track to meet their financial objectives.
- Offers a variety of financial services to cover all aspects of clients’ financial well-being.
- Works with clients to create a long-term financial plan that aligns with their goals and risk tolerance.
Facts and Insights:
COLLIGAN ADVISORY, LLC was founded in 2010 and has been serving clients for over a decade. Their team of highly experienced and knowledgeable advisors has helped numerous individuals and families achieve their financial goals. As of 2021, they have over $500 million in assets under management and a team of 10 dedicated advisors.
The following table provides a breakdown of COLLIGAN ADVISORY, LLC’s assets under management, number of advisors, and time in business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 10 |
Financial Services Offered:
COLLIGAN ADVISORY, LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Education Planning
- Tax Planning
- Insurance Solutions
Client Types:
COLLIGAN ADVISORY, LLC works with a variety of clients from all walks of life, including:
- High net worth individuals
- Retirees
- Business owners
- Professionals
- Families
- Young professionals
- Individuals in need of financial guidance
Fees & Compensation:
COLLIGAN ADVISORY, LLC is a fee-only financial advisory firm. This means they do not receive commissions or bonuses from any third-party financial products or services they recommend to clients. Instead, they are compensated through a transparent fee structure, based on a percentage of assets under management. This ensures that their interests are aligned with those of their clients, as they only earn more when their clients’ assets grow.
Background:
The founder of COLLIGAN ADVISORY, LLC, John Colligan, has over 20 years of experience in the financial services industry. He has a Bachelor’s degree in Finance and an MBA in Financial Planning, and holds the prestigious CFP® designation. The team of advisors at COLLIGAN ADVISORY, LLC also have extensive industry experience and are well-qualified to provide sound financial advice to clients.
Financial Advisor Disclosures to Know:
It is important for clients to research and understand the potential conflicts of interest and disclosures of their financial advisor. COLLIGAN ADVISORY, LLC holds itself to the highest ethical standards and always acts in their clients’ best interests. They have no disciplinary actions or disclosures to report and are committed to maintaining transparency and trust with their clients at all times.