How does the advisor help clients – Key Takeaways:
FINN FINANCIAL ADVISORY GROUP, INC. is a highly reputable and trusted financial advisory group that offers a variety of services to their clients to help them achieve their financial goals. The group consists of a team of experienced and knowledgeable advisors who work closely with their clients to develop personalized financial plans that fit their unique needs and objectives.
Here are some key takeaways on how FINN FINANCIAL ADVISORY GROUP, INC. helps their clients:
- Develops personalized financial plans tailored to clients’ specific needs and goals
- Provides expert financial advice and guidance
- Offers a wide range of financial services and solutions
- Works closely with clients to monitor and adapt their financial plans as needed
Facts and Insights
For over 20 years, FINN FINANCIAL ADVISORY GROUP, INC. has been serving as a trusted financial advisor for individuals, families and businesses. Their team of advisors has a combined experience of over 50 years in the financial industry. With a focus on providing personalized and comprehensive financial planning, they have earned a reputation for excellence and integrity in their services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
FINN FINANCIAL ADVISORY GROUP, INC. offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they offer include:
- Retirement planning
- Investment management
- Estate planning
- Insurance planning
- Tax planning
- College planning
Client Types
FINN FINANCIAL ADVISORY GROUP, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Businesses
- High net worth individuals
- Retirees
- Young professionals
Fees & Compensation
FINN FINANCIAL ADVISORY GROUP, INC. operates on a fee-only model, which means they do not receive any commissions or compensation for recommending specific products. This ensures that their clients’ best interests are always the top priority.
Background
FINN FINANCIAL ADVISORY GROUP, INC. was founded in 1999 by John Finn, a highly experienced and well-respected financial advisor. With a passion for helping individuals and families achieve their financial goals, John has built a team of professionals who share his commitment to providing exceptional service and personalized financial solutions.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s important to be aware of any potential conflicts of interest or disclosures. FINN FINANCIAL ADVISORY GROUP, INC. prides itself on being transparent and compliant with all industry regulations. Their clients can rest assured that their best interests will always be the top priority.