How does the advisor help clients – Key Takeaways:
The D’ANNUNZIO CONSULTING GROUP, LLC provides expert financial advice and services to clients in order to help them achieve their financial goals. Through their extensive knowledge and experience in the industry, the firm is able to guide and assist clients in making informed and strategic financial decisions.
Some key takeaways of the D’ANNUNZIO CONSULTING GROUP, LLC include:
- Offering a wide range of financial services to meet the diverse needs of clients.
- Providing personalized attention and tailored financial strategies to each client.
- Staying up-to-date with current market trends and regulations to make informed recommendations.
- Having a strong track record of success and satisfied clients.
Facts and Insights
The following are some important facts and insights about D’ANNUNZIO CONSULTING GROUP, LLC:
- Founded in 2005 with over 15 years of experience in financial consulting.
- Manages over $500 million in assets for clients.
- Employs a team of highly qualified and experienced advisors.
- Has a commitment to providing exceptional customer service and building long-term relationships with clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
D’ANNUNZIO CONSULTING GROUP, LLC offers a range of financial services to meet the diverse needs of clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance services
- Education planning
Client Types
D’ANNUNZIO CONSULTING GROUP, LLC serves a variety of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Charitable organizations
Fees & Compensation
The fees and compensation for D’ANNUNZIO CONSULTING GROUP, LLC are structured in a way that is transparent and fair for clients. The firm operates on a fee-only basis, meaning that they do not earn commissions or incentives for recommending specific products or services. This ensures that their advice is always in the best interest of their clients.
Background
The D’ANNUNZIO CONSULTING GROUP, LLC was founded in 2005 by John D’Annunzio, a highly experienced and knowledgeable financial advisor. With over 15 years in the industry, John has built a strong reputation for his expertise and dedication to his clients. The firm has since grown to a team of 10 advisors who share John’s commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial advisor, D’ANNUNZIO CONSULTING GROUP, LLC is committed to transparency and providing clients with all the necessary information to make informed decisions. Some important disclosures to know include:
- The firm is a registered Investment Advisor with the Securities and Exchange Commission (SEC).
- The firm has no disciplinary actions or sanctions against them.
- The firm is legally bound to act in the best interest of their clients.