About EGGERT FINANCIAL MANAGEMENT, INC.
EGGERT FINANCIAL MANAGEMENT, INC. is a reputable financial advisor that has been in the industry for over 15 years. The firm is dedicated to providing expert financial guidance and support to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Facts and Insights
Below are some key facts and insights about EGGERT FINANCIAL MANAGEMENT, INC. that showcase their commitment to providing top-notch financial services to their clients:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
EGGERT FINANCIAL MANAGEMENT, INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
The firm is dedicated to serving a wide range of clients, including individuals, families, small business owners, and corporate executives. They understand that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation
EGGERT FINANCIAL MANAGEMENT, INC. follows a transparent fee structure and does not have any hidden fees or commissions. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ success.
Background
The firm’s founder, John Eggert, has over 20 years of experience in the financial industry and is a highly respected financial advisor. He holds a bachelor’s degree in Economics and is a Certified Financial Planner™ (CFP®). John and his team of dedicated advisors bring a wealth of knowledge and expertise to the table, providing clients with the best possible financial guidance.
Financial Advisor Disclosures to Know
EGGERT FINANCIAL MANAGEMENT, INC. maintains a clean record and has no disclosures to report. This demonstrates their commitment to ethical and honest practices.