How does the advisor help clients
FINANCIAL FIRST ADVISORS, INC. is a well-established financial advising firm that offers a comprehensive range of services to help clients achieve their financial goals. The firm has a team of experienced and knowledgeable advisors who work closely with clients to design personalized financial plans. These plans take into account clients’ current financial situations, risk tolerance, and future objectives in order to create a solid roadmap for financial success.
Facts and Insights
One of the key strengths of FINANCIAL FIRST ADVISORS, INC. is their impressive assets under management (AUM). As of 2021, the firm has over $1.5 billion in AUM, which attests to their solid reputation and expertise in managing clients’ assets. Additionally, the firm has a team of 25 advisors who collectively have over 250 years of experience in the financial industry. This wealth of experience allows the firm to provide clients with valuable insights and guidance on various financial matters.
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| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | Over 250 years collective experience |
Financial Services Offered
FINANCIAL FIRST ADVISORS, INC. offers a broad range of financial services to meet the diverse needs of their clients. This includes investment management, retirement planning, tax planning, estate planning, insurance services, and more. The firm believes in taking a holistic approach to financial planning and ensures that all aspects of a client’s financial situation are thoroughly evaluated and addressed in their plans.
Client Types
The client base of FINANCIAL FIRST ADVISORS, INC. is quite diverse, catering to a broad range of individuals and families. The firm has successfully worked with high-net-worth individuals, affluent families, business owners, and professionals over the years. They also work with clients at various stages of their financial journey, from those just starting to build wealth to those planning for retirement.
Fees & Compensation
The fee structure at FINANCIAL FIRST ADVISORS, INC. is fully transparent and based on a percentage of AUM. This ensures that the firm’s interests are aligned with those of their clients, as the advisors are incentivized to help clients grow their assets. The firm also offers hourly financial planning and project-based services for clients with specific needs.
Background
FINANCIAL FIRST ADVISORS, INC. was founded in 1996 and has been in business for over 25 years. The firm is headquartered in New York and has several branch offices across the United States. The success of the firm can be attributed to its strong leadership, experienced advisors, and a client-centric approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINANCIAL FIRST ADVISORS, INC. is required to disclose certain information to clients and potential clients. This includes details about the firm’s business practices, fees, potential conflicts of interest, and any disciplinary actions. Clients can find this information on the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.