About FINCO INVESTMENT SERVICES, INC.
FINCO INVESTMENT SERVICES, INC. is a leading financial advisory firm known for its extensive expertise and personalized approach to managing investments for its clients. The firm offers a wide range of financial services to meet the diverse needs of its clients, including investment management, retirement planning, tax planning, insurance strategies, and more. Founded in 1995, FINCO has been a trusted partner for individuals and families in achieving their financial goals for over 25 years.
How does the advisor help clients – Key Takeaways:
- Personalized and comprehensive financial planning for clients
- Expertise in investment management and retirement planning
- Extensive range of financial services to meet diverse needs
- Trusted partner for individuals and families for over 25 years
Facts and Insights
According to the latest available data, FINCO INVESTMENT SERVICES, INC. manages over $1 billion in assets for its clients. The firm has a team of highly skilled and experienced advisors, each with an average of 15 years of industry experience. FINCO takes a disciplined approach to managing investments and employs a diverse range of strategies to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | Team of highly skilled advisors | 25+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Insurance strategies
- Estate planning
- Education planning
- Wealth transfer planning
- And more
Client Types
FINCO INVESTMENT SERVICES, INC. serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
- And more
Fees & Compensation
FINCO INVESTMENT SERVICES, INC. employs a fee-based compensation structure, meaning the firm charges a percentage of the assets under management as its fee for services rendered. This aligns the firm’s interests with those of its clients, as the firm’s compensation is tied to the performance of the client’s portfolio. The firm also provides transparent communication regarding fees and strives to keep them reasonable and competitive.
Background
FINCO INVESTMENT SERVICES, INC. was founded in 1995 by a team of experienced financial advisors who saw a need for a more personalized and comprehensive approach to financial planning. Over the years, the firm has grown and established itself as a reputable and trusted partner for individuals and families seeking to secure their financial future. The firm’s success is based on its commitment to putting clients’ interests first and providing unparalleled service and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINCO INVESTMENT SERVICES, INC. is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. The firm has a clean record and has not been subject to any regulatory actions or sanctions. Additionally, the firm operates under a fiduciary standard, meaning it is legally bound to act in the best interests of its clients at all times.