E. A. HORWITZ LLC

Located in the heart of the financial district, E. A. HORWITZ, LLC is a top-performing financial advisory firm that provides unparalleled service and expertise to its clients. With a team of highly qualified advisors and over 20 years of experience in the industry, E. A. HORWITZ, LLC has established itself as a leading force in the world of financial management.

H2: How does the advisor help clients – Key Takeaways:

At E. A. HORWITZ, LLC, the client comes first. The firm prides itself on providing personalized financial solutions for each and every client, tailored to their individual goals and needs. The team of advisors at E. A. HORWITZ, LLC utilizes a comprehensive approach to financial planning, taking into consideration all aspects of a client’s financial situation, including their assets, liabilities, income, and expenses.

Some key takeaways on how E. A. HORWITZ, LLC helps its clients include:

• Creating customized financial plans based on each client’s specific goals and needs
• Utilizing a comprehensive approach to financial planning, taking into consideration all aspects of a client’s financial situation
• Providing ongoing support and guidance to help clients navigate through changing financial circumstances
• Offering a wide range of financial services to meet the diverse needs of clients
• Adhering to a transparent fee structure, ensuring clients know exactly what they are paying for

H2: Facts and Insights

E. A. HORWITZ, LLC has been in business for over 20 years and has established a strong track record of success. The firm has over $10 billion in assets under management and a team of experienced advisors who are dedicated to helping clients achieve their financial goals.

H2: Assets Under Management, Number of Advisors and Time in Business:

H2: Financial Services Offered

E. A. HORWITZ, LLC offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered include:

• Retirement planning
• Investment management
• Estate planning
• Tax planning
• Insurance planning
• Education planning

H2: Client Types

E. A. HORWITZ, LLC caters to a wide range of clients, including high-net-worth individuals, corporate executives, business owners, and retirees. The firm has the expertise and resources to meet the needs of any client, regardless of their financial situation.

H2: Fees & Compensation

E. A. HORWITZ, LLC believes in transparency when it comes to fees and compensation. The firm charges a flat annual fee based on a percentage of assets under management, ensuring that the client’s interests are aligned with the firm’s.

H2: Background

E. A. HORWITZ, LLC was founded over 20 years ago by financial expert E. A. Horwitz. With a background in finance and a passion for helping people achieve their financial goals, Mr. Horwitz set out to create a firm that would provide exceptional service and financial expertise to its clients. Today, E. A. HORWITZ, LLC continues to uphold these values and has become a trusted name in the world of financial management.

H2: Financial Advisor Disclosures to Know

When working with any financial advisor, it is important to be aware of any potential conflicts of interest or disclosures. E. A. HORWITZ, LLC adheres to all regulatory and legal requirements and is dedicated to maintaining the highest level of integrity and transparency. The firm provides clients with its Form ADV, which outlines all potential conflicts of interest, as well as any disciplinary actions taken against the firm or its advisors.

In summary, E. A. HORWITZ, LLC is a top-performing financial advisory firm that offers exceptional service and expertise to its clients. With a team of highly qualified advisors, a comprehensive approach to financial planning, and a dedication to transparency and integrity, E. A. HORWITZ, LLC has established itself as a trusted name in the world of financial management.