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GARABEDIAN WEALTH MANAGEMENT GROUP: Your Trusted Financial Advisor
GARABEDIAN WEALTH MANAGEMENT GROUP is a leading financial advisory firm committed to helping clients achieve their financial goals. With expertise in various financial services, they aim to provide tailored solutions to meet the unique needs of each client. Avoiding jargon and complex financial terms, their team of experts simplifies the world of finance, making it understandable and approachable for clients.
How Does The Advisor Help Clients – Key Takeaways:
- Provides tailored financial solutions based on individual needs and goals
- Makes finance approachable and understandable for clients
- Offers a range of financial services to meet diverse needs
- Has a team of experts with extensive knowledge and experience
- Focused on building long-term relationships with clients
Facts and Insights
GARABEDIAN WEALTH MANAGEMENT GROUP is a trusted advisor that has been in business for over 20 years. With a team of 5 advisors, they have over $100 million in assets under management. This is a testament to their success and expertise in managing clients’ finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 5 | 20+ |
Financial Services Offered
GARABEDIAN WEALTH MANAGEMENT GROUP offers a range of financial services to cater to the diverse needs of their clients. The following are the services they specialize in:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance
- Education Planning
Client Types
GARABEDIAN WEALTH MANAGEMENT GROUP caters to a diverse group of clients, including:
- High-income individuals
- Business owners
- Retirees
- Professionals
- Young adults
Fees & Compensation
GARABEDIAN WEALTH MANAGEMENT GROUP believes in complete transparency when it comes to fees and compensation. They charge a percentage of the assets under management as their advisory fee, which is typically lower than the industry standard. They do not receive any commission from financial products, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
Founded in 1999 by John Garabedian, GARABEDIAN WEALTH MANAGEMENT GROUP started as a one-man operation and now has a team of 5 advisors with a collective experience of over 40 years in the financial industry. Initially focused on providing retirement planning services, they have expanded their services to cater to the diverse needs of their growing client base.
Financial Advisor Disclosures to Know
As a registered investment advisor, GARABEDIAN WEALTH MANAGEMENT GROUP is committed to maintaining the highest level of transparency and integrity. They have no disclosures or legal actions against them, solidifying their reputation as a trustworthy and reliable financial advisor.
When it comes to managing your finances, it is crucial to have a team of experts you can trust. With its proven track record and commitment to transparency, GARABEDIAN WEALTH MANAGEMENT GROUP is the financial advisor you can rely on for personalized and practical solutions to reach your financial goals.