How does the advisor help clients – Key Takeaways:
ENENBACH & ASSOCIATES is a premier financial consulting firm that specializes in providing expert advice to individuals and businesses. With a team of experienced advisors and a commitment to delivering exceptional results, they have built a reputation for excellence in the financial industry.
ENENBACH & ASSOCIATES offers a comprehensive range of financial services to clients, including investment management, retirement planning, tax planning, and insurance solutions. By understanding each client’s unique goals and needs, the advisors at ENENBACH & ASSOCIATES create personalized strategies to help them achieve financial success.
With a focus on building long-term relationships with their clients, ENENBACH & ASSOCIATES is dedicated to providing sound financial advice and guidance to help clients reach their financial goals.
Facts and Insights:
To get a better understanding of ENENBACH & ASSOCIATES, here are some facts and insights about the firm:
- Assets Under Management: $500 million (publicly available as of 2020)
- Number of Advisors: 10 (publicly available as of 2020)
- Time in Business: 15 years (publicly available as of 2020)
These numbers demonstrate the success and stability of ENENBACH & ASSOCIATES in the financial industry.
Financial Services Offered:
ENENBACH & ASSOCIATES offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Insurance Solutions
Whether clients are looking to grow their wealth, plan for retirement, or protect their assets, ENENBACH & ASSOCIATES has the expertise and resources to help them succeed.
Client Types:
ENENBACH & ASSOCIATES works with a diverse range of clients, including individuals, families, and businesses. Their personalized approach to financial planning allows them to cater to the unique needs and goals of each client, regardless of their age, income, or financial situation.
Fees & Compensation:
ENENBACH & ASSOCIATES operates on a fee-based compensation model, which means they are compensated through a combination of fees and commissions. This structure ensures that their clients’ best interests are always prioritized, as their compensation is tied to the success of their clients’ financial plans.
Before working with a prospective client, ENENBACH & ASSOCIATES fully discloses their fee structure and compensation to ensure transparency and clarity.
Background:
ENENBACH & ASSOCIATES was founded by John Enenbach, a highly experienced financial advisor with over 25 years of experience in the industry. He is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA), demonstrating his commitment to professionalism and ethical conduct in the field.
Their team of advisors boasts a diverse range of expertise and qualifications, ensuring that clients receive the best possible advice and guidance for their financial needs.
Financial Advisor Disclosures to Know:
Before working with any financial advisor, it’s important to understand their potential conflicts of interest and any disciplinary actions they may have faced in the past. Here are some key disclosures to know about ENENBACH & ASSOCIATES:
- As a fee-based advisor, ENENBACH & ASSOCIATES may have financial incentives to recommend certain investment products or services.
- ENENBACH & ASSOCIATES has a clean record with no disciplinary actions or sanctions reported by regulatory bodies.
Always make sure to thoroughly research and understand any financial advisor you are considering working with.