How does the advisor help clients – Key Takeaways:
- Granite Financial Advisors, Inc. provides comprehensive financial planning services to help clients achieve their financial goals.
- Their team of experienced financial experts offers personalized and objective advice, tailored to each client’s unique financial situation.
- They utilize a variety of financial tools and strategies to help clients grow and protect their wealth, while minimizing risk.
- Granite Financial Advisors, Inc. also works closely with clients to educate and empower them to make informed financial decisions for themselves and their families.
Facts and Insights
Granite Financial Advisors, Inc. was founded in 2005 and is headquartered in New York City. With over 15 years of experience in the financial industry, they have established themselves as a trusted and reputable firm.
Their team of advisors is made up of highly qualified and certified professionals with a diverse range of backgrounds and specialties. This allows them to provide clients with a comprehensive suite of financial services.
They pride themselves on their commitment to client satisfaction, and have been recognized in various publications such as Forbes and Barron’s as a top financial advisor firm.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 20 |
| 2006 | $650 million | 25 |
| 2007 | $800 million | 31 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Individual and business insurance
- College savings planning
Client Types
- High net worth individuals
- Families
- Business owners
- Retirees
- Professionals
Fees & Compensation
Granite Financial Advisors, Inc. follows a fee-only model, meaning they do not receive commissions for the sale of financial products. This ensures that their advice is always in the best interest of their clients. Their fees are based on a percentage of assets under management, and are transparently outlined in their client agreements.
Background
The founding partners of Granite Financial Advisors, Inc. have extensive experience in the financial industry and hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are also actively involved in the community, volunteering and supporting various non-profit organizations.
Financial Advisor Disclosures to Know
While Granite Financial Advisors, Inc. does not have any disciplinary actions on record, it is important for clients to be aware of any potential conflicts of interest. They are legally required to disclose any information regarding their compensation structure, the qualifications of their advisors, and any potential conflicts of interest. Clients are encouraged to carefully review these disclosures and ask any questions they may have before making any decisions.