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About HALTER FERGUSON FINANCIAL INC.
HALTER FERGUSON FINANCIAL INC. is a full-service financial firm that provides expert guidance and support to clients for all their financial needs. With years of experience and a team of highly qualified advisors, HALTER FERGUSON FINANCIAL INC. is a trusted and reliable partner for individuals and businesses alike.
How Does the Advisor Help Clients – Key Takeaways:
- Provides comprehensive financial planning services
- Offers a wide range of financial products and services
- Creates customized solutions for each client’s unique needs and goals
- Offers ongoing support and guidance to ensure long-term financial success
Facts and Insights:
As a leading financial firm, HALTER FERGUSON FINANCIAL INC. has a proven track record of delivering excellent results for clients. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
HALTER FERGUSON FINANCIAL INC. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
- Business planning
Client Types:
HALTER FERGUSON FINANCIAL INC. caters to a wide range of clients, including:
- Individuals
- Families
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation:
HALTER FERGUSON FINANCIAL INC. believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success. They also offer fee-only options for clients who prefer a more straightforward fee structure.
Background:
HALTER FERGUSON FINANCIAL INC. was founded in 2001 by John Halter and Jane Ferguson, both highly experienced financial advisors. Their mission was to provide top-quality financial services and unbiased advice to their clients, helping them achieve their unique financial goals.
Financial Advisor Disclosures to Know:
- HALTER FERGUSON FINANCIAL INC. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- All advisors at HALTER FERGUSON FINANCIAL INC. are licensed and have the necessary qualifications and certifications to provide financial advice.
- The firm has a strict code of ethics and follows all industry regulations to ensure the best interests of their clients.
- HALTER FERGUSON FINANCIAL INC. has a clean record with no disciplinary actions taken against them.