How does the advisor help clients – Key Takeaways:
GARRETT NAGLE & CO., INC. is a trusted financial firm that specializes in providing expert advice to clients of all backgrounds. Their team of professionals offers a diverse range of financial services, all aimed at helping clients achieve their financial goals.
Facts and Insights
The following table shows key facts and insights about GARRETT NAGLE & CO., INC., including their assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered
GARRETT NAGLE & CO., INC. offers a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
GARRETT NAGLE & CO., INC. works with a diverse group of clients, including high net worth individuals, families, and business owners. Their team is experienced in tailoring their services to meet the unique needs and goals of each individual client.
Fees & Compensation
GARRETT NAGLE & CO., INC. operates on a fee-only basis, meaning they do not earn commissions for recommending specific investments or services. This ensures that their clients’ best interests are always the top priority.
Background
GARRETT NAGLE & CO., INC. was founded in 2001 by financial expert Garrett Nagle. With over two decades of experience in the financial industry, Nagle saw a need for a firm that could provide truly personalized and comprehensive financial advice to clients. Today, the firm is made up of a team of skilled professionals who continue to uphold Nagle’s vision.
Financial Advisor Disclosures to Know
It’s important for clients to understand any potential conflicts of interest or disclosures when working with a financial advisor. GARRETT NAGLE & CO., INC. is committed to transparency and is registered with the Securities and Exchange Commission (SEC). The firm also holds various state registrations, as required by law.