FOLGMANN FINANCIAL GROUP LLC
FOLGMANN FINANCIAL GROUP LLC is a reputable financial firm that provides personalized and comprehensive financial planning services to individuals, families, and businesses. The firm operates with a team of experienced financial advisors who have a deep understanding of the financial industry and are committed to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Understands client’s unique financial goals and develops customized plans to achieve them.
- Provides holistic financial planning services that cover investments, retirement planning, tax planning, and insurance.
- Regularly reviews and adjusts financial plans to accommodate changing goals and market conditions.
- Offers ongoing support and advice to help clients stay on track towards their financial goals.
Facts and Insights
FOLGMANN FINANCIAL GROUP LLC has been in the financial industry for over 15 years, making it a trusted and established firm. Over the years, the firm has managed to build a strong reputation for providing high-quality and client-centric services. This is reflected in the firm’s high client retention rate and numerous positive reviews from satisfied clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Insurance Planning
- Estate Planning
Client Types
FOLGMANN FINANCIAL GROUP LLC caters to a diverse range of clients, including individuals, families, and small businesses. The firm’s financial advisors have the expertise to understand the unique needs and goals of each client and develop tailored financial plans to help them achieve their objectives.
Fees & Compensation
The firm’s fees are competitive and transparent, with no hidden charges. The firm follows a fee-only model and does not earn any commissions or fees from product sales, ensuring that the recommendations given are unbiased and in the client’s best interest.
Background
FOLGMANN FINANCIAL GROUP LLC was founded by John Folgmann, a highly experienced and knowledgeable financial advisor. John has a strong background in finance and has been providing financial planning services for over 20 years. He is committed to helping clients achieve financial success and security through sound financial advice.
Financial Advisor Disclosures to Know
FOLGMANN FINANCIAL GROUP LLC and its advisors are registered with the Securities and Exchange Commission (SEC) and are required to adhere to strict regulations and guidelines. The firm has a clean record with no disciplinary history, ensuring that clients can trust the firm and its advisors to act in their best interest.