About ENGLESON & ASSOCIATES
ENGLESON & ASSOCIATES is a highly reputable financial advisory firm that helps clients achieve their financial goals through expert advice and comprehensive services. The firm has been providing top-quality financial solutions for individuals and businesses for over 20 years, making them one of the most established and experienced firms in the industry.
How does the advisor help clients – Key Takeaways:
- Provides customized financial solutions tailored to each client’s unique needs and goals
- Offers a wide range of services including investment management, retirement planning, and estate planning
- Committed to providing unbiased, transparent, and objective financial advice
- Employs experienced and knowledgeable advisors who stay up-to-date with industry trends and best practices
Facts and Insights
ENGLESON & ASSOCIATES is known for their expertise and innovative approach to financial planning. They believe in educating their clients and empowering them to make informed decisions about their finances. Their strong focus on client satisfaction has made them a trusted partner for many individuals and businesses.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
Client Types
ENGLESON & ASSOCIATES works with a diverse range of clients, including individuals, families, small businesses, and large corporations. They have the expertise and resources to serve clients at every stage of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
ENGLESON & ASSOCIATES operates on a fee-based compensation model, which means their advisors are compensated for their services through a percentage of the assets they manage for clients. This ensures that their advisors have their clients’ best interests in mind as they are motivated to grow their clients’ assets. They are completely transparent about their fees and do not charge any hidden commissions or fees.
Background
The founder and lead advisor of ENGLESON & ASSOCIATES, John Engleson, has been in the financial industry for over 30 years. With his extensive experience and expertise, John has built a team of dedicated advisors who are committed to providing the best financial solutions and customer service to their clients. The firm also values giving back to the community and is involved in various philanthropic efforts.
Financial Advisor Disclosures to Know
ENGLESON & ASSOCIATES takes compliance and transparency seriously and encourages its clients to make informed decisions by being aware of any potential conflicts of interest. As part of their commitment to transparency, the firm discloses any potential conflicts of interest and their advisors’ credentials on their website.