FELDMAN, INGARDONA & CO.
FELDMAN, INGARDONA & CO. is a trusted financial advisory firm that has been providing expert guidance to clients for over 20 years.
The firm prides itself on being a financial expert in various areas, including investments, retirement planning, estate planning, tax planning, and insurance. However, FELDMAN, INGARDONA & CO. does not explicitly state its expertise, allowing its services and reputation to speak for itself.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance in a variety of areas
- Has a trusted reputation in the industry
- Brings over 20 years of experience to the table
- Offers personalized financial plans tailored to each client’s unique needs and goals
Facts and Insights
To better understand FELDMAN, INGARDONA & CO.’s scope and impact, here are some key metrics:
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 planning and management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Wealth management
- And more
Client Types
FELDMAN, INGARDONA & CO. aims to help a diverse range of clients achieve their financial goals, including:
- Individuals
- Small business owners
- Retirees
- High-net-worth individuals
- And more
Fees & Compensation
The fee structure at FELDMAN, INGARDONA & CO. is designed to be transparent and aligned with clients’ best interests. This means the firm charges a percentage of assets under management, ensuring that their success is directly tied to the success of their clients’ investments.
Background
FELDMAN, INGARDONA & CO. was founded in 2000 by financial experts, John Feldman and Maria Ingardona. The firm has since grown to include a team of experienced advisors who are dedicated to helping clients achieve long-term financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, FELDMAN, INGARDONA & CO. must disclose any potential conflicts of interest or any disciplinary actions taken against them. Currently, there are no disclosures or conflicts of interest to report for the firm or its advisors.