Facts and Insights
FILIPPINI INVESTMENT ADVISORY is a leading financial advisory firm known for its expertise in helping clients achieve their financial goals. With years of experience in the industry, the firm has established itself as a trusted advisor for individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans based on client’s goals and risk tolerance
- Provides guidance for investments, retirement planning, and estate planning
- Offers ongoing support and regular reviews to ensure clients stay on track
- Utilizes a team approach to deliver comprehensive and holistic financial advice
- Employs sound investment strategies backed by thorough research and analysis
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
The firm’s impressive track record is a testament to its commitment to excellence and dedication to helping clients achieve financial success.
Financial Services Offered:
- Investment Advisory
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
With a wide range of financial services, FILIPPINI INVESTMENT ADVISORY provides comprehensive support to clients throughout their financial journey.
Client Types:
The firm serves a diverse client base, including:
- Individuals
- Families
- High-net-worth individuals
- Businesses
- Institutional investors
No matter the client’s background or financial goals, the firm strives to deliver customized solutions to meet their unique needs.
Fees & Compensation:
FILIPPINI INVESTMENT ADVISORY operates on a fee-only compensation structure, which means they do not earn commissions or compensation from third-party products. This aligns the firm’s interests with those of the clients, as their main focus is on providing objective and unbiased advice.
Background:
FILIPPINI INVESTMENT ADVISORY was founded by John Filippini, an experienced financial advisor with over 25 years of industry experience. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds various other industry certifications. Under his leadership, the firm has grown to become a top-performing financial advisory firm.
Financial Advisor Disclosures to Know:
As a registered investment advisor, FILIPPINI INVESTMENT ADVISORY adheres to strict regulatory obligations. The firm discloses all potential conflicts of interest and operates with full transparency to ensure clients can trust in their services.