CONKLIN SHURE FINANCIAL: A Reliable and Knowledgeable Financial Advisor
CONKLIN SHURE FINANCIAL is a highly esteemed financial advisor, known for providing expert financial guidance and assistance to its clients. With a focus on empowering clients to make smart financial decisions, CONKLIN SHURE FINANCIAL has established a solid reputation in the industry. Let’s take a closer look at the company’s key takeaways, facts and insights, assets under management, financial services offered, client types, fees and compensation, background, and important financial advisor disclosures you should know.
How does the advisor help clients – Key Takeaways:
– Provides expert financial guidance and assistance
– Tailors financial plans to meet individual client needs
– Empowers clients to make informed financial decisions
– Offers a wide range of financial services to cater to diverse client needs
Facts and Insights:
– Founded in 2005
– Headquartered in New York, NY
– More than 15 years of experience in the industry
– Comprises of a team of highly qualified and experienced financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20+ | 15+ years |
Financial Services Offered:
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Education planning
Client Types:
– High-net-worth individuals
– Families
– Business owners
– Entrepreneurs
– Professionals
Fees & Compensation:
CONKLIN SHURE FINANCIAL charges fees based on a percentage of the assets under management. This fee structure ensures that the advisor’s interests are aligned with the clients’ interests, as the advisor only earns more when the clients’ assets grow.
Background:
The founding partners of CONKLIN SHURE FINANCIAL come from diverse backgrounds, including investment banking, insurance, and accounting, bringing a wealth of knowledge and experience to the company. The team also includes certified financial planners, estate planning attorneys, and tax advisors, providing well-rounded financial services to clients.
Financial Advisor Disclosures to Know:
– CONKLIN SHURE FINANCIAL is a registered investment advisor
– The company has no disclosures or disciplinary actions on record with the SEC or any other regulatory body
In conclusion, CONKLIN SHURE FINANCIAL is a trusted and reliable financial advisor that strives to provide the best possible financial guidance and services to its clients. With a wealth of experience and a team of dedicated advisors, the company is well-equipped to assist clients in achieving their financial goals.