How does the advisor help clients – Key Takeaways:
FLAVIN FINANCIAL SERVICES, INC. provides clients with a range of financial services aimed at helping them achieve their financial goals. Their team of experienced advisors works closely with each client to create a personalized financial plan and provide ongoing support and guidance. Through their expertise, FLAVIN FINANCIAL SERVICES, INC. helps clients navigate through complex financial decisions and strive towards financial success.
Facts and Insights
Founded in 2005, FLAVIN FINANCIAL SERVICES, INC. has been providing top-notch financial services for over 15 years. With a team of over 50 advisors, they have the resources and expertise to cater to a wide range of clients and their unique needs. As an independent financial advisor, they have no biased interests and are committed to serving their clients’ best interests.
Through their dedication and commitment, FLAVIN FINANCIAL SERVICES, INC. has managed to amass impressive assets under management (AUM). As of 2021, their AUM stands at $2.5 billion, a testament to their successful track record in managing clients’ investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50+ | Over 15 years |
Financial Services Offered
FLAVIN FINANCIAL SERVICES, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. Their services include investment management, retirement planning, tax planning, estate planning, risk management, and education planning. Their experienced advisors work closely with each client to understand their unique needs and provide tailored solutions to help them reach financial success.
Client Types
FLAVIN FINANCIAL SERVICES, INC. caters to a diverse set of clients, including high net worth individuals, families, businesses, and institutions. Their team of advisors specializes in understanding and addressing the unique needs of each client and providing personalized financial solutions that align with their goals.
Fees & Compensation
FLAVIN FINANCIAL SERVICES, INC. follows a fee-only structure, which means they do not earn commissions or receive compensation from third-party sources. This ensures that their advisors have no conflicts of interests and are solely focused on delivering the best possible outcomes for their clients. They are transparent about their fees and provide clients with a breakdown of all costs upfront.
Background
FLAVIN FINANCIAL SERVICES, INC. was founded by John Flavin, a seasoned financial advisor with over 30 years of industry experience. He founded the company with the belief that every client deserves personalized financial planning and unbiased advice. Over the years, he has built a team of experienced and highly qualified advisors who share his vision and work tirelessly to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, FLAVIN FINANCIAL SERVICES, INC. is required to disclose any potential conflicts of interest and disciplinary actions to clients. They have a clean record and have not faced any disciplinary actions in their time of operation.