How does the advisor help clients – Key Takeaways:
FINER & FINER, CPA'S provides financial expertise and guidance to individuals and businesses. Their services include tax planning, financial planning, and consulting. Clients can expect personalized solutions to meet their financial goals.
Facts and Insights
FINER & FINER, CPA'S has been in the financial services industry for over 20 years. They have a team of experienced advisors who have helped numerous clients achieve their financial objectives. The firm has built a reputation for integrity, professionalism, and exceptional service.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 20+ years |
Financial Services Offered
FINER & FINER, CPA'S offers a range of financial services to help clients achieve their goals. These services include:
- Tax planning and preparation
- Investment management
- Estate planning
- Retirement planning
- Financial consulting
Client Types
FINER & FINER, CPA'S works with a diverse range of clients, including individuals, families, and businesses. They have experience with clients in different industries and at different stages in their financial journey. This diversity allows them to provide tailored solutions to meet each client's unique needs.
Fees & Compensation
FINER & FINER, CPA'S operates on a fee-only model, which means they do not receive any commissions from product sales. This ensures that their advice is unbiased and in the client's best interest. Their fees are based on a percentage of assets under management, making their interests aligned with their clients' success.
Background
The founders of FINER & FINER, CPA'S, Jane and John Finer, started the firm with the mission to help individuals and businesses achieve financial success. They have a team of dedicated and experienced advisors who share this vision and work tirelessly to provide the best service to their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background and any potential conflicts of interest. FINER & FINER, CPA'S has a clean record and no disclosures, ensuring that their clients can trust their advice and recommendations. They prioritize transparency and communication to build a strong and trustworthy relationship with their clients.