How does the advisor help clients – Key Takeaways:
GELINAS & COMPANY, CPA, PLLC is a trusted financial expert that provides comprehensive financial services to help clients achieve their goals. Through their expertise and years of experience, they have become a valuable resource for individuals and businesses seeking financial guidance. Here are the key takeaways on how GELINAS & COMPANY, CPA, PLLC helps their clients:
- Offers a wide range of financial services to cater to the diverse needs of clients
- Provides personalized and customized financial solutions tailored to each client’s unique situation
- Utilizes their expertise and experience to help clients make sound financial decisions
- Helps clients achieve their financial goals and plan for a secure future
Facts and Insights:
GELINAS & COMPANY, CPA, PLLC is a highly reputable financial firm that has been in business for over 20 years. Throughout the years, they have built a strong and loyal client base through their exceptional service and commitment to their clients’ financial success. Here are some key facts and insights about GELINAS & COMPANY, CPA, PLLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 5 | 20+ years |
*Publicly available numbers as of December 2020
Financial Services Offered:
GELINAS & COMPANY, CPA, PLLC offers a wide range of financial services to their clients. With their team of highly qualified and experienced professionals, they provide expert guidance and advice in the following areas:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Business consulting and accounting
- Insurance planning and analysis
Client Types:
GELINAS & COMPANY, CPA, PLLC caters to a diverse range of clients, including individuals, families, and businesses. They work closely with their clients to understand their unique financial goals and provide tailored solutions to help them achieve those goals. Their broad client base includes:
- High net worth individuals
- Business owners
- Retirees
- Young professionals
- Non-profit organizations
- And more
Fees & Compensation:
GELINAS & COMPANY, CPA, PLLC operates on a fee-based compensation model. This means that they charge a fee based on a percentage of assets under management, rather than earning commissions on financial products or transactions. This eliminates any potential conflicts of interest and ensures that their recommendations are always in the best interest of their clients.
Background:
GELINAS & COMPANY, CPA, PLLC was founded in 1999 by John Gelinas, a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with over 30 years of experience in the financial industry. He leads a team of highly qualified and experienced professionals, including certified financial planners (CFPs), estate planning specialists, and investment advisors, all dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a financial expert, GELINAS & COMPANY, CPA, PLLC upholds the highest standards of honesty and transparency in all they do. Here are some important disclosures to know about the firm:
- GELINAS & COMPANY, CPA, PLLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- They have a fiduciary duty to act in their clients’ best interest at all times.
- The firm has no disciplinary history or regulatory actions, and their team