How does the advisor help clients – Key Takeaways:
Frank A. Neaylon, LLC is a leading financial advisory firm that provides expert financial guidance to its clients. With a team of seasoned professionals and a wealth of experience, they are equipped to assist clients in achieving their financial goals and securing their financial future.
Facts and Insights
Since its establishment in 2005, Frank A. Neaylon, LLC has been helping clients navigate the complex world of finance. The firm has grown to become a trusted name in the industry and has a strong track record of delivering results. With a focus on building long-term relationships with their clients, the firm provides personalized and holistic financial planning services.
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
Frank A. Neaylon, LLC offers a comprehensive range of financial services to help clients reach their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm takes a holistic approach to financial planning, taking into account all aspects of a client’s financial situation.
Client Types
Frank A. Neaylon, LLC works with a diverse range of clients, including individual investors, families, and small business owners. They also cater to clients at various stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
The firm operates on a fee-only basis, which means that they do not earn commissions on any products or services recommended to clients. This ensures that their advice is always in the best interest of the client. Their fees are transparent and based on a percentage of assets under management, creating a clear alignment of interests between the firm and its clients.
Background
The founder of Frank A. Neaylon, LLC, Frank A. Neaylon, has over 25 years of experience in the financial industry. He holds a Certified Financial Planner (CFP®) certification and is dedicated to constantly updating his knowledge and skills to provide the best possible service to his clients. The firm’s team of advisors also boasts a broad range of expertise and qualifications, ensuring that clients receive well-rounded and comprehensive financial guidance.
Financial Advisor Disclosures to Know
Frank A. Neaylon, LLC takes great pride in their commitment to transparency and ethical business practices. As a registered investment advisor, they are required to disclose any conflicts of interest that may arise in their services. They also have a fiduciary duty to act in the best interests of their clients, ensuring that they always prioritize the client’s needs and goals above their own.