How does the advisor help clients – Key Takeaways:
GOULD RUMA FINANCIAL ADVISORS is a trusted financial firm that provides expert guidance and advice to clients. The experienced team at GOULD RUMA works closely with each individual client to create personalized financial plans that align with their goals and help them achieve financial success.
Some key takeaways of how GOULD RUMA helps its clients are:
- Expert financial advice from a team of experienced professionals
- Personalized financial plans tailored to clients’ specific goals and needs
- Guidance and support for long-term financial success
- Continuous monitoring and adjustments to financial plans as needed
- Access to a wide range of financial services and resources
Facts and Insights:
GOULD RUMA FINANCIAL ADVISORS has been in business for over 20 years, serving clients with dedication and expertise. The firm has over $500 million in assets under management and a team of 10 financial advisors who are committed to providing exceptional service to their clients.
The team at GOULD RUMA stays up-to-date with the latest industry trends and insights, ensuring that their clients receive the best possible guidance and advice for their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
GOULD RUMA FINANCIAL ADVISORS offers a comprehensive range of financial services to individuals and businesses, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
GOULD RUMA FINANCIAL ADVISORS provides financial services to a diverse range of clients, including:
- High-net-worth individuals
- Families and individuals
- Small business owners
- Corporate executives
- Retirees
- And more
Fees & Compensation
When it comes to fees and compensation, GOULD RUMA FINANCIAL ADVISORS follows a transparent and client-focused approach. The firm charges a percentage of assets under management as their fee, ensuring that their interests are directly aligned with the success of their clients’ portfolios.
Additionally, the team at GOULD RUMA does not receive any commissions for the products and services they recommend, eliminating any potential conflicts of interest.
Background
GOULD RUMA FINANCIAL ADVISORS was founded by John Gould and Lisa Ruma, both experienced financial advisors with a passion for helping their clients achieve financial success. The firm has grown over the years, but their commitment to providing expert guidance and personalized service remains strong.
With a team of highly qualified and dedicated professionals, GOULD RUMA is a reputable financial firm that is trusted by individuals and businesses alike.
Financial Advisor Disclosures to Know
GOULD RUMA FINANCIAL ADVISORS prides itself on maintaining transparency and integrity in all aspects of their business. As part of this, they disclose any potential conflicts of interest or disciplinary actions on their website and in their client agreements.
It is important for clients to carefully review these disclosures before engaging with GOULD RUMA, as it ensures open and honest communication between both parties.