Handy & Company Financial Advisors, Inc. is a renowned and trusted financial advisory firm that has been in business for over 20 years. The company provides expert financial advice and services to a diverse range of clients, helping them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
• Provides personalized and comprehensive financial planning services tailored to each client’s unique needs and goals
• Offers investment management and financial advisory services to help clients make informed investment decisions
• Assists clients in managing their assets and creating a diversified portfolio
• Guides clients through tax planning and retirement planning
Facts and Insights
• Founded in 2000 by financial expert John Handy
• Employs a team of highly experienced and knowledgeable financial advisors
• Known for their exceptional customer service and attention to detail
Assets Under Management, Number of Advisors and Time in Business:
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| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20 years |
Financial Services Offered
• Financial planning
• Investment management
• Retirement planning
• Tax planning
• Estate planning
Client Types
• High net worth individuals
• Business owners
• Families
• Institutions
Fees & Compensation
Handy & Company Financial Advisors, Inc. charges a fee based on a percentage of assets under management. This fee structure ensures that the advisors have a vested interest in the success of the client’s investments. Transparent and clear communication is maintained throughout the process to avoid any misunderstandings.
Background
The founder, John Handy, has over 30 years of experience in the financial industry and is a certified financial planner. He and his team of advisors are dedicated to continuously enhancing their knowledge and expertise through extensive research and industry updates. This allows them to provide the best and most up-to-date financial advice to their clients.
Financial Advisor Disclosures to Know
Handy & Company Financial Advisors, Inc. is a registered investment advisor and as such, operates under strict regulations and guidelines. The company prides itself on transparency and always strives to provide full disclosure to clients regarding any potential conflicts of interest or fees charged. It is important for clients to understand the potential risks and rewards associated with any financial investments and Handy & Company ensures that all risks are clearly communicated.