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How does the advisor help clients – Key Takeaways:
FRIEDLANDER & CO INC is a financial advisory firm that provides a wide range of services to help clients achieve their financial goals and objectives. With their expertise and experience, FRIEDLANDER & CO INC offers valuable advice and insights to help clients make informed decisions about their finances.
Here are some key takeaways on how this firm helps their clients:
- Provides financial expertise and guidance
- Offers a variety of financial services
- Works with a diverse range of client types
- Operates with transparency and disclosure
Facts and Insights
FRIEDLANDER & CO INC is a well-established financial advisory firm with a long history of providing top-notch services to their clients. Their team of experienced advisors has a wealth of knowledge and insights that they use to help clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 30 | 20 years |
These numbers show that FRIEDLANDER & CO INC has a solid track record of managing a significant amount of assets and has a large team of advisors to offer their services.
Financial Services Offered
FRIEDLANDER & CO INC offers a wide range of financial services to help clients with their financial planning and management. Some of the services they offer include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business planning
With this diverse range of services, FRIEDLANDER & CO INC has the ability to address various financial needs and goals of their clients.
Client Types
FRIEDLANDER & CO INC works with a diverse range of client types, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Corporate executives
- Retirees
This demonstrates the firm’s ability to cater to a wide range of clients and their unique financial situations.
Fees & Compensation
When it comes to fees and compensation, FRIEDLANDER & CO INC operates with transparency and discloses all fees and charges to their clients upfront. Their compensation structure may include a combination of fees, commissions, and a percentage of assets under management.
Background
FRIEDLANDER & CO INC was founded in 2000 by John Friedlander, who has over 30 years of experience in the financial industry. The firm has since grown and expanded its team of advisors, who have diverse backgrounds and expertise to offer clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important to be aware of any potential disclosures. Some common disclosures to know about FRIEDLANDER & CO INC include:
- No criminal or legal actions against the firm or its advisors
- No investment-related regulatory actions against the firm or its advisors
- No conflicts of interest or disciplinary actions
It’s always recommended to do your own research and due diligence when choosing a financial advisor to ensure they are the right fit for your needs.