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How does the advisor help clients – Key Takeaways:
HABERKORN FINANCIAL SERVICES, INC. is a well-respected financial firm that specializes in providing comprehensive and personalized financial solutions to their diverse clientele. With a team of experienced and knowledgeable advisors, they strive to help their clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 1998, HABERKORN FINANCIAL SERVICES, INC. has been in the financial industry for over 20 years. Based in New York City, they have served a wide range of clients including individuals, families, and businesses. Their team of advisors has a combined experience of 100 years in the financial field, making them one of the most trusted and reliable firms in the 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
HABERKORN FINANCIAL SERVICES, INC. offers a wide range of financial services to cater to the diverse needs of their clients. Some of these services include investment management, retirement planning, wealth management, estate planning, tax planning, and insurance services. Their advisors work closely with their clients to create customized financial plans that align with their goals and risk tolerance.
Client Types
The firm serves a diverse range of clients including high-net-worth individuals, business owners, retirees, and young professionals. Their team of advisors understands the unique needs and challenges of each client and strives to provide tailored solutions to help them achieve their financial objectives.
Fees & Compensation
HABERKORN FINANCIAL SERVICES, INC. is a fee-only firm, meaning they do not receive any commissions or compensation from third parties. This allows them to remain completely transparent and focused on their clients’ best interests. Their fees are based on a percentage of the assets under management, ensuring that their success is directly tied to their clients’ success.
Background
The founder of HABERKORN FINANCIAL SERVICES, INC., John Haberkorn, has over 30 years of experience in the financial industry. He has built a team of advisors who share his passion for helping clients achieve financial success. The firm is committed to providing exceptional service and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, HABERKORN FINANCIAL SERVICES, INC. is required to disclose any potential conflicts of interest or disciplinary actions. Visitors can find this information on their Form ADV, which is available on the SEC’s website. The firm has a clean record with no disciplinary actions or conflicts of interest.