It is well-known in the financial industry that DECESARE RETIREMENT SPECIALISTS is a leading firm in providing retirement planning and financial advisory services. With a team of experienced and knowledgeable advisors, the firm has established itself as a trusted partner for individuals and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
| Services Offered | Client Types | Fees & Compensation |
|---|---|---|
| Retirement planning | Individuals and businesses | Fee-based |
| Investment management | – | Asset-based |
| Wealth management | – | Commission-based |
| Estate planning | – | – |
Facts and Insights
DECESARE RETIREMENT SPECIALISTS has been in business for over 20 years, providing financial services to clients. With a focus on retirement planning and wealth management, their team of advisors has helped countless individuals and businesses achieve their financial goals. The firm takes a holistic approach to financial planning, taking into account each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
DECESARE RETIREMENT SPECIALISTS offers a wide range of financial services to its clients, including retirement planning, investment management, wealth management, and estate planning. By understanding each client’s unique financial situation and goals, the firm is able to create personalized and comprehensive financial strategies that help clients reach their desired outcomes.
Client Types
The firm serves both individual and business clients, helping them with their retirement and financial planning needs. Whether a client is just starting their career or planning for retirement, DECESARE RETIREMENT SPECIALISTS has the expertise to guide them through each stage of their financial journey.
Fees & Compensation
DECESARE RETIREMENT SPECIALISTS operates on a fee-based and asset-based compensation structure for its advisory services. This means that the firm charges a percentage of the assets under management as its fee, ensuring that the advisors are aligned with client’s interests. In addition, the firm also offers commission-based services for certain financial products, but always discloses any potential conflicts of interest to clients.
Background
Founded in 2000, DECESARE RETIREMENT SPECIALISTS is a family-owned and operated firm that has grown to become a prominent name in the financial industry. The firm’s founder, John DeCesare Jr., has over 30 years of experience in financial planning and has built a team of advisors who share his commitment to providing exceptional service and personalized guidance to clients.
Financial Advisor Disclosures to Know
As a fiduciary, DECESARE RETIREMENT SPECIALISTS is committed to acting in the best interests of its clients. This means being transparent and disclosing any potential conflicts of interest, fees, and compensation structures to clients. The firm also discloses any regulatory and legal disclosures on its website for clients to review.
In conclusion, DECESARE RETIREMENT SPECIALISTS is a reputable and experienced retirement planning and financial advisory firm that puts clients’ needs first. With a strong focus on personalized and comprehensive financial strategies, the firm has helped countless individuals and businesses achieve their financial goals and secure their future.