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About FIRST MOVE FINANCIAL, LLC
FIRST MOVE FINANCIAL, LLC is a financial services firm that specializes in providing expert guidance and advice to individuals and businesses. Founded in 2005, the firm has established a strong reputation for its knowledge and expertise in the financial industry.
How does the advisor help clients – Key Takeaways:
- Assesses clients’ current financial situation and creates a comprehensive financial plan
- Offers personalized investment strategies based on clients’ risk profiles and financial goals
- Provides ongoing support and guidance to help clients reach their financial goals
Facts and Insights
FIRST MOVE FINANCIAL, LLC believes in the power of education and regularly publishes informative insights on its website and social media platforms. The firm also conducts seminars and workshops to educate clients and the general public on various financial topics.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 16 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- College Planning
- Insurance Services
Client Types
FIRST MOVE FINANCIAL, LLC caters to a diverse client base, including:
- Individuals
- High-net-worth Individuals
- Businesses
- Non-profit organizations
Fees & Compensation
FIRST MOVE FINANCIAL, LLC operates on a fee-based compensation structure, meaning that the firm charges a percentage of a client’s assets under management as its fee. This ensures that the firm’s interests are aligned with those of its clients, as the firm only profits when the client’s investments perform well.
Background
The advisor team at FIRST MOVE FINANCIAL, LLC is comprised of experienced professionals with a diverse range of financial backgrounds. Together, they bring a wealth of knowledge and expertise to the firm and are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
FIRST MOVE FINANCIAL, LLC takes transparency and ethical practices very seriously. The firm has a clean record with no disclosures or disciplinary actions reported by regulatory bodies. The firm also has a fiduciary duty to act in the best interests of its clients, further demonstrating its commitment to ethical practices.