CRESSMAN ESSER INVESTMENT ADVISORS, INC.
Cressman Esser Investment Advisors, Inc. is a leading financial advisory firm that specializes in providing customized investment solutions to its clients. With decades of experience and a team of expert financial advisors, Cressman Esser is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Cressman Esser offers a range of financial services including investment management, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning, taking into consideration each client’s unique situation and goals. By providing personalized advice and strategic guidance, Cressman Esser enables clients to make informed financial decisions and attain financial success.
Facts and Insights
Founded in 1990, Cressman Esser has been in the business for over three decades. In that time, the firm has built a solid reputation for delivering exceptional financial advice and services to its clients. The firm is committed to staying abreast of the latest market trends and economic developments, which allows them to provide insightful and relevant advice to clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | over 30 years |
Financial Services Offered
Cressman Esser offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Educational planning
Client Types
Cressman Esser serves a diverse set of clients, including high-net-worth individuals, families, and businesses. The firm tailors its services to meet the specific needs of each client, regardless of their wealth or financial goals. Whether a client is just starting to build their wealth or looking to preserve it for future generations, Cressman Esser has the expertise to help them achieve their goals.
Fees & Compensation
Cressman Esser believes in complete transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as its fee, in addition to an annual retainer fee. This structure aligns the advisor’s interests with the client’s and ensures that the firm only profits when the client’s investments perform well.
Background
Cressman Esser was founded by financial experts John Cressman and Peter Esser. Both have extensive experience in the financial industry and hold numerous certifications and designations. The firm is headquartered in New York City, but also has offices in Los Angeles and Chicago. Cressman Esser has a team of highly skilled and knowledgeable advisors who work collaboratively to provide clients with the best possible financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cressman Esser is committed to upholding the highest ethical standards and complying with all regulatory requirements. The firm also has a strict code of conduct that ensures they always act in the best interest of their clients. Additionally, all advisors at Cressman Esser are required to disclose any conflicts of interest or potential conflicts of interest to their clients.