How does the advisor help clients – Key Takeaways:
GELD FINANCIAL ADVISORS, INC. is a reputable financial advisory firm that provides comprehensive services to help clients achieve their financial goals. With a diverse team of experts and a wealth of experience, they offer personalized solutions for each client’s unique needs.
- Provides comprehensive financial planning and investment management services
- Offers personalized solutions tailored to each client’s specific goals and needs
- Utilizes a team approach to provide clients with the best possible advice and solutions
- Has a strong track record of helping clients achieve financial success
Facts and Insights
GELD FINANCIAL ADVISORS, INC. has been in business for over 20 years and has a proven track record of providing top-notch financial advice and services to clients. They have a team of experienced advisors who are dedicated to helping clients achieve their financial goals. With a focus on personalized and comprehensive solutions, GELD FINANCIAL ADVISORS, INC. stands out as a leader in the financial advisory industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
GELD FINANCIAL ADVISORS, INC. offers a wide range of financial services to help clients achieve their goals and secure their financial future. Some of the services they offer include:
- Comprehensive financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
GELD FINANCIAL ADVISORS, INC. works with a diverse range of clients, including individuals, families, and small businesses. They understand that each client has unique needs and goals, and they tailor their services accordingly. Their team of experts has the knowledge and experience to work with clients from all backgrounds and financial situations.
Fees & Compensation
At GELD FINANCIAL ADVISORS, INC., the client’s best interest always comes first. They believe in transparency and do not have any hidden fees. Their fees are based on a percentage of the assets under management, ensuring that their success is aligned with the client’s success.
Background
GELD FINANCIAL ADVISORS, INC. was founded in 1999 with a mission to provide top-quality financial advice and services to clients. Their team of advisors has decades of combined experience in the financial industry, and they are dedicated to helping clients achieve their financial goals. GELD FINANCIAL ADVISORS, INC. has built a strong reputation for their expertise, integrity, and commitment to their clients.
Financial Advisor Disclosures to Know
As a trusted financial advisor, GELD FINANCIAL ADVISORS, INC. takes proper disclosures seriously. They are committed to transparency and providing clients with all the information they need to make informed decisions. Some of the key disclosures to know include:
- GELD FINANCIAL ADVISORS, INC. is a registered investment advisor in the state of California
- The firm has no disciplinary actions or complaints filed against them
- The firm is held to a fiduciary standard, meaning they always act in the best interest of their clients
- GELD FINANCIAL ADVISORS, INC. does not receive any commissions for recommending specific products or services