DURKIN INVESTMENT GROUP, LLC
How does the advisor help clients – Key Takeaways:
Durkin Investment Group, LLC is a financial firm that offers a range of investment services to its clients. Their focus is on providing personalized financial advice and strategic investment planning to help clients achieve their financial goals.
Some key takeaways from Durkin Investment Group, LLC include:
- Expert financial advice and investment planning to help clients reach their financial goals.
- Individualized approach to financial services, tailored to fit each client’s unique needs and circumstances.
- Transparency and communication, to ensure clients are informed and involved in their financial decisions.
Facts and Insights
Durkin Investment Group, LLC has been in business for over 15 years and has a team of experienced financial advisors who are dedicated to helping clients achieve financial success.
Their insights into the current market and trends are vital to their clients’ success. They stay informed and educated on changes in the market and adapt their strategies to help their clients make the most of their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million* | 5 | 15+ years |
*Note: Assets Under Management are subject to change as investments fluctuate in value.
Financial Services Offered
Durkin Investment Group, LLC offers a range of financial services and solutions to their clients, including:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance
- Education planning
Client Types
Durkin Investment Group, LLC caters to a diverse group of clients, including:
- Individuals and families
- High net worth individuals
- Small businesses
- Non-profit organizations
Fees & Compensation
Durkin Investment Group, LLC works on a fee-only model, which means they do not receive commissions or other forms of payment for financial products they recommend. This ensures their clients receive unbiased advice and recommendations that are in their best interest.
Their fees are based on a percentage of assets under management and vary depending on the complexity of the client’s financial situation.
Background
Durkin Investment Group, LLC was founded by John Durkin, a financial expert with over 25 years of experience in the industry. He holds multiple certifications and is a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
The team at Durkin Investment Group, LLC are also highly qualified and experienced professionals who are dedicated to providing the best financial services to their clients.
Financial Advisor Disclosures to Know
Durkin Investment Group, LLC abides by all necessary regulations and disclosures, including:
- Form ADV, which outlines their advisory services, fees, and potential conflicts of interest.
- Disclosure Brochure, which provides detailed information about the firm, their services, and fees.
- Code of Ethics and Business Conduct, to ensure ethical and transparent practices.
Overall, Durkin Investment Group, LLC is a reputable financial firm that offers personalized and transparent services to help their clients achieve financial success. With their expertise and dedication, they continue to be a trusted partner for their clients’ financial needs.