FRANKLIN, PARLAPIANO, TURNER & WELCH LLC
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC is a highly reputable financial advisory firm that has been helping clients achieve their financial goals for over 25 years. With a team of experienced professionals and a wide range of services, FRANKLIN, PARLAPIANO, TURNER & WELCH LLC has established itself as a leader in the industry.
How does the advisor help clients – Key Takeaways:
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC provides customized and comprehensive financial solutions to help clients achieve their financial objectives. The firm’s services include investment management, retirement planning, estate planning, tax planning, and risk management. They also offer guidance on financial decisions and provide ongoing support and education to their clients.
Facts and Insights
Here are some key facts and insights about FRANKLIN, PARLAPIANO, TURNER & WELCH LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 20 | over 25 years |
Financial Services Offered
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC offers a wide range of financial services to meet their clients’ needs. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. They also have expertise in working with high-net-worth individuals and clients with complex financial situations.
Fees & Compensation
FRANKLIN, PARLAPIANO, TURNER & WELCH LLC believes in transparency when it comes to fees and compensation. They offer fee-based services, which means that they are compensated through a percentage of the assets they manage. This ensures that their interests are aligned with their clients’ and they are motivated to help their clients’ grow and protect their wealth.
Background
The firm was founded by John Franklin, Maria Parlapiano, David Turner, and Robert Welch, who all have extensive experience in the financial industry. They started the firm with a mission to provide personalized and holistic financial guidance to their clients. Today, the firm has grown to become one of the most respected and trusted names in the industry.
Financial Advisor Disclosures to Know
As a financial expert, Franklin, Parlapiano, Turner & Welch LLC is held to high ethical standards and must always act in the best interest of their clients. They are registered with the Securities and Exchange Commission (SEC) and are subject to regular audits and inspections. Additionally, the firm does not have any disclosures on their record, which indicates a strong track record of responsible and ethical practices.