About DEETER ADVISORY GROUP, LLC
DEETER ADVISORY GROUP, LLC is a financial advisory firm that specializes in providing expert financial advice and guidance to clients. With a team of highly qualified and experienced financial experts, DEETER ADVISORY GROUP, LLC helps individuals, families, and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services.
- Offers a wide range of financial services to meet the unique needs of each client.
- Brings extensive knowledge and expertise to create tailored financial strategies.
- Committed to helping clients make informed financial decisions for a secure future.
Facts and Insights
DEETER ADVISORY GROUP, LLC has been in the financial advisory business for over 15 years. In that time, they have built a strong reputation for providing top quality financial advice and guidance to clients. Their commitment to excellence and client satisfaction has earned them a loyal client base and numerous industry accolades.
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
DEETER ADVISORY GROUP, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
DEETER ADVISORY GROUP, LLC works with a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Non-profit organizations
Fees & Compensation
DEETER ADVISORY GROUP, LLC is a fee-based financial advisory firm. They charge a percentage of the assets they manage as their fee, ensuring their interests are aligned with their clients’ goals. The fees may vary depending on the services provided to each client.
Background
The team at DEETER ADVISORY GROUP, LLC has a wealth of experience in the financial industry. They also hold various professional certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise and knowledge enable them to provide the highest quality financial advice and services to clients.
Financial Advisor Disclosures to Know
DEETER ADVISORY GROUP, LLC follows a strict code of ethics and transparency in all their financial dealings. They have no disclosures or legal actions against them, ensuring that clients can trust and rely on their advice and guidance without any concerns.