About FREZZA TAX AND FINANCIAL SERVICES
Frezza Tax and Financial Services is a renowned financial company that provides personalized and comprehensive financial solutions for individuals, businesses, and organizations. With over 15 years of experience in the financial industry, the company has established a reputation for excellence and expertise in managing financial matters for clients from various backgrounds.
How does the advisor help clients – Key Takeaways:
Frezza Tax and Financial Services takes a client-centric approach in helping its clients achieve their financial goals. The company believes in building long-lasting relationships with its clients and providing them with personalized solutions that cater to their specific needs and preferences.
Facts and Insights
Here are some key facts and insights about Frezza Tax and Financial Services:
| Assets Under Management | $100 million+ |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 15+ years |
Financial Services Offered
Frezza Tax and Financial Services offers a wide range of financial services to its clients, including:
- Investment Management
- Tax Planning and Preparation
- Estate Planning
- Retirement Planning
- Insurance Services
- Business Consulting
Client Types
Frezza Tax and Financial Services caters to a diverse clientele, including:
- Individuals and families
- Small and medium-sized businesses
- Non-profit organizations
- Entrepreneurs and high-net-worth individuals
Fees & Compensation
The fees and compensation structure at Frezza Tax and Financial Services are transparent and aligned with the best interests of its clients. The company works on a fee-only basis, meaning that it does not receive any commissions or referral fees from third parties. This ensures that the advisors at Frezza Tax and Financial Services always act in the best interests of their clients.
Background
Frezza Tax and Financial Services was founded by John Frezza, a seasoned financial expert with over 25 years of experience in the industry. He leads a team of highly skilled and knowledgeable advisors who work together to provide top-notch financial services to clients.
Financial Advisor Disclosures to Know
As a reputable financial company, Frezza Tax and Financial Services believes in transparency and providing its clients with all the necessary information before starting a professional relationship. Some important disclosures to know include:
- The company works on a fee-only basis.
- The company does not receive any commissions or kickbacks from third parties.
- The advisors at Frezza Tax and Financial Services have a fiduciary duty to act in the best interests of their clients.
- The company may provide services for which it may receive compensation, such as insurance services and referrals to other professionals.