How does the advisor help clients – Key Takeaways:
GUARASCIO CONSULTANTS, LLC provides expert financial advisory services to its clients. With years of experience in the industry, their team of professionals is well-equipped to help clients achieve their financial goals through personalized strategies and solutions.
- Offers a wide range of financial services to meet the unique needs of each client
- Works closely with clients to develop personalized strategies and solutions
- Provides ongoing support and guidance to help clients navigate the complex world of finance
Facts and Insights
GUARASCIO CONSULTANTS, LLC is a respected financial advisory firm that has been providing top-notch services since its inception. Their team of experts stays up-to-date on the latest industry trends, regulations, and market movements to provide clients with the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 10 years |
Financial Services Offered
GUARASCIO CONSULTANTS, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of their key services include:
- Investment management and portfolio analysis
- Retirement planning and wealth management
- Estate planning and tax management
- Education planning and financial planning
Client Types
The team at GUARASCIO CONSULTANTS, LLC works with a variety of clients, including:
- Individuals and families
- Small business owners and entrepreneurs
- Corporate executives and professionals
Fees & Compensation
GUARASCIO CONSULTANTS, LLC believes in complete transparency when it comes to fees and compensation. They work on a fee-only basis, which means they do not earn commissions or fees from the sale of financial products. This ensures that their clients’ best interests are always the top priority.
Their fees are based on a percentage of the assets under management, and they also offer hourly and flat-rate fees for specific services.
Background
GUARASCIO CONSULTANTS, LLC was founded by John Guarascio, a certified financial planner with over 20 years of experience in the industry. Under his leadership, the firm has grown and established a strong reputation for providing reliable and valuable financial advice to clients.
Financial Advisor Disclosures to Know
In the spirit of complete transparency, GUARASCIO CONSULTANTS, LLC wants their clients to be fully informed about their business practices. Here are some important disclosures to know:
- The firm is a registered investment advisor
- Some advisors may have relationships with other financial institutions and may receive compensation from them
- Advisors must comply with all legal and ethical standards set by regulatory agencies