How does the advisor help clients – Key Takeaways:
Feldman Financial Services, LLC is committed to helping their clients achieve their financial goals by providing expert financial advice and services. The following key takeaways highlight the ways in which the firm helps their clients:
- Customized financial plans tailored to each client’s unique goals and needs
- Expertise in various financial areas, such as investments, retirement planning, and insurance
- Holistic approach to financial planning, taking into account all aspects of a client’s financial life
- Commitment to ongoing education and staying up-to-date on industry trends and developments
Facts and Insights
Feldman Financial Services, LLC was founded in 2005 by John Feldman, a certified financial planner (CFP) with over 20 years of experience in the financial industry. The firm is based in New York City and serves a diverse group of clients across the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Feldman Financial Services, LLC offers a wide range of financial services to help their clients achieve their financial goals:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Client Types
The firm serves a diverse group of clients, including individuals, families, small business owners, and corporations. They are able to adapt their services to meet the unique needs and goals of each client.
Fees & Compensation
Feldman Financial Services, LLC operates on a fee-only basis, meaning they are compensated solely by fees paid by their clients. This ensures that there are no conflicts of interest and that the firm is always working in the best interest of their clients.
Background
The founder and lead advisor of Feldman Financial Services, LLC, John Feldman, has over two decades of experience in the financial industry. He holds the prestigious CFP designation and is dedicated to continuing education and staying current with industry trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor and fiduciary, Feldman Financial Services, LLC is required to disclose any potential conflicts of interest to their clients. They take this responsibility seriously and are committed to transparency and providing unbiased advice to their clients.