About FERRO FINANCIAL, LLC
Ferro Financial, LLC is a well-known financial firm that specializes in providing expert financial guidance to clients. Founded in 2005, the firm has established itself as a leader in the industry, with a reputation for delivering exceptional financial management services. With a team of experienced financial advisors, Ferro Financial, LLC offers a wide range of services to cater to the unique needs of each client.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance
- Personalized services
- Diverse range of financial services
- Experienced team of advisors
Facts and Insights
Ferro Financial, LLC has been in business for 15 years and has helped numerous clients achieve their financial goals. The firm has over $500 million in assets under management and is committed to providing transparent and reliable financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Ferro Financial, LLC provides its services to a diverse range of clients, including individuals, families, and small businesses. The firm understands that each client has unique financial goals and needs, and thus offers personalized services to meet their specific requirements.
Fees & Compensation
Ferro Financial, LLC is a fee-only financial firm, meaning that it does not earn commissions from products or services recommended to clients. Instead, the firm charges a fee based on a percentage of the assets under management. This ensures that the advisors’ interests are aligned with the clients’ goals, as the firm earns more when the client’s assets grow.
Background
The founder of Ferro Financial, LLC, John Ferro, has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP®). He started the firm with a mission to provide transparent and ethical financial guidance to clients, and that core value still holds true today.
Financial Advisor Disclosures to Know
As a financial expert, Ferro Financial, LLC is committed to transparency and compliance. The firm’s advisors do not have any record of legal or disciplinary actions, ensuring that clients can trust their advisors’ advice and expertise.