COLLINS/MOODY FINANCIAL SERVICES, L.L.C.
COLLINS/MOODY FINANCIAL SERVICES, L.L.C. is a leading financial management firm that has been providing expert financial advice to clients for over 20 years. With a team of highly qualified and experienced advisors, COLLINS/MOODY FINANCIAL SERVICES, L.L.C. is known for its personalized and comprehensive approach to financial planning and management.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning to help clients achieve their financial goals.
- Offers a range of financial services to cater to the diverse needs of clients.
- Has a strong team of experienced and knowledgeable advisors.
- Prioritizes client satisfaction and long-term relationships.
Facts and Insights
- Founded in 1999, COLLINS/MOODY FINANCIAL SERVICES, L.L.C. has over 20 years of experience in the financial industry.
- Assets under Management (AUM): $500 million.
- Number of Advisors: 10.
- Headquartered in New York City, with offices in Los Angeles and Chicago.
- Has a diverse client base including individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | AUM | Number of Advisors |
|---|---|---|
| 1999 | $500 million | 10 |
Financial Services Offered
COLLINS/MOODY FINANCIAL SERVICES, L.L.C. offers a wide range of financial services to help clients achieve their financial goals and manage their wealth effectively. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Business planning
Client Types
COLLINS/MOODY FINANCIAL SERVICES, L.L.C. caters to a diverse client base including:
- High net worth individuals
- Families
- Small and medium-sized businesses
Fees & Compensation
COLLINS/MOODY FINANCIAL SERVICES, L.L.C believes in transparent and fair fee structures. The fees charged may vary depending on the services and products offered to the client. Some common types of fees include:
- Asset-based fees
- Hourly fees
- Commissions
- Fixed fees
- Performance-based fees
Background
The COLLINS/MOODY FINANCIAL SERVICES, L.L.C. team comprises of highly experienced and qualified financial advisors, with expertise in different areas of finance. Our advisors stay updated with the latest market trends and regulations to provide the best possible advice to our clients. We also prioritize building long-term relationships with our clients, understanding their unique needs, and customizing our services accordingly.
Financial Advisor Disclosures to Know
As a prominent financial management firm, it is our responsibility to disclose any conflicts of interest or potential risks to our clients. COLLINS/MOODY FINANCIAL SERVICES, L.L.C is a registered investment advisor and operates under the strict guidelines set by regulatory authorities. We are committed to maintaining the highest ethical standards and providing our clients with transparent and reliable services.