About FLOOD, BUMSTEAD, MCCREADY & MCCARTHY, INC.
Flood, Bumstead, McCready & McCarthy, Inc. (FBMM) is a leading financial advisory firm that provides expert financial advice to clients from all walks of life. With a team of highly experienced financial advisors, FBMM has been helping clients achieve their financial goals for over 30 years.
How does the advisor help clients – Key Takeaways:
- FBMM offers a wide range of financial services to cater to the diverse needs of clients.
- The firm has a team of experienced advisors who provide personalized and comprehensive financial solutions.
- FBMM works closely with clients to understand their financial goals and create a tailored plan to help them achieve them.
- The firm strives to educate and empower clients to make informed financial decisions.
Facts and Insights
FBMM has built a strong reputation in the financial industry for its high-quality services and client-centric approach. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Over 30 years |
Financial Services Offered
FBMM offers a comprehensive range of financial services to address every aspect of a client’s financial life. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
FBMM serves a diverse clientele, including individuals, families, small businesses, and corporations. The firm’s financial advisors have expertise in working with different types of clients, and they tailor their approach according to each client’s unique needs and goals.
Fees & Compensation
FBMM values transparency and believes in providing clients with a clear understanding of its fee structure. The firm charges fees based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with the clients’ interests, as their success is directly tied to the performance of their investments. FBMM does not receive commissions or other incentives for recommending specific products to clients.
Background
FBMM was founded in 1985 by a group of financial professionals who saw a need for a client-focused and unbiased financial advisory firm. Today, the firm has grown to become a renowned name in the industry, known for its exceptional service and expertise. FBMM’s advisors are highly qualified and hold various certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a fiduciary, FBMM is committed to always acting in the best interests of its clients. This means putting clients’ needs before their own and disclosing any potential conflicts of interest. FBMM also follows a strict code of ethics and regularly updates clients on their investments’ performance and any changes in their financial plan.
In summary, FBMM is a reputable financial advisory firm that serves a diverse clientele with a wide range of financial needs. The firm’s commitment to providing personalized and transparent services has earned them a loyal client base, making them a top choice for individuals and businesses looking for sound financial advice.