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How Does the Advisor Help Clients – Key Takeaways:
ENZA FINANCIAL, LLC is a well-respected financial services firm that provides expert guidance and support to clients seeking to achieve their financial goals. Through a combination of personalized strategies and extensive knowledge of the industry, the advisors at ENZA FINANCIAL, LLC help clients navigate the complex world of finance with confidence and ease.
Facts and Insights
Founded in 2005, ENZA FINANCIAL, LLC has over 15 years of experience in the financial services industry. With a team of highly qualified and experienced advisors, the firm has helped numerous clients make smart financial decisions and achieve their long-term goals. ENZA FINANCIAL, LLC has a proven track record of success and has built a strong reputation for its expertise and integrity.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
| 2010 | 15 | $1 billion |
| 2015 | 20 | $1.5 billion |
| 2020 | 25 | $2 billion |
Financial Services Offered
ENZA FINANCIAL, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a comprehensive and personalized approach to financial planning, tailoring its services to each client’s unique goals and circumstances.
Client Types
ENZA FINANCIAL, LLC serves a diverse range of clients, including individuals, families, small business owners, and retirees. The firm’s advisors have expertise in working with clients from various backgrounds and life stages, allowing them to adapt their strategies and recommendations to effectively meet each client’s needs.
Fees & Compensation
ENZA FINANCIAL, LLC operates on a fee-only basis, meaning that the firm’s revenue comes solely from the fees it charges for its services. This ensures that the firm’s advisors are always acting in the best interest of their clients and eliminates potential conflicts of interest. The firm’s fees are transparent and based on a percentage of assets under management, ensuring alignment with the client’s goals and interests.
Background
The team at ENZA FINANCIAL, LLC is made up of highly qualified and experienced financial advisors. Many of the firm’s advisors hold advanced degrees and certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows the firm to provide valuable and informed guidance to its clients, helping them make the best decisions for their financial future.
Financial Advisor Disclosures to Know
ENZA FINANCIAL, LLC is committed to transparency and always strives to act in the best interest of its clients. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, available upon request.