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About FARLEY FINANCIAL
FARLEY FINANCIAL is a leading financial firm that provides expert guidance and advice to clients. With years of experience and a team of knowledgeable professionals, FARLEY FINANCIAL helps its clients navigate the complex world of finance and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and investment management solutions
- Assist with estate planning and tax strategies
- Educate clients on financial matters and market trends
- Offer ongoing support and monitoring of investments
Facts and Insights
As of the last quarter, FARLEY FINANCIAL has over $500 million in assets under management. They also have a team of 8 experienced financial advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered
- Financial planning
- Investment management
- Estate planning
- Tax strategies
- Retirement planning
- Educational planning
Client Types
FARLEY FINANCIAL serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They also work with clients of all ages and backgrounds, providing them with customized financial solutions to meet their specific needs and goals.
Fees & Compensation
FARLEY FINANCIAL operates on a fee-only basis, meaning they do not receive commissions or compensation for products or services they recommend to clients. This ensures there are no conflicts of interest, and clients receive unbiased advice and recommendations.
Background
FARLEY FINANCIAL was founded in 2005 by John Farley, a highly experienced financial advisor with over 25 years of experience in the industry. The company has since grown to become a reputable and trusted name in the world of finance, helping countless clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, FARLEY FINANCIAL is required to disclose any potential conflicts of interest or disciplinary actions taken against them. They have a clean record with no disclosures to report, demonstrating their commitment to ethical and transparent practices.