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About HAVEN FINANCIAL ADVISORS
HAVEN FINANCIAL ADVISORS is a well-known and reputable financial advisory firm that provides expert guidance and support to individuals and businesses seeking to achieve their financial goals. With decades of experience and a team of highly qualified financial experts, HAVEN FINANCIAL ADVISORS is committed to helping its clients make informed and strategic financial decisions.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial advice and support to help clients achieve their goals
- Provides a wide range of financial services to cater to the diverse needs of clients
- Specializes in working with both individuals and businesses
Facts and Insights
As a leading financial advisory firm, HAVEN FINANCIAL ADVISORS has extensive knowledge and insights into the industry. Here are some key facts about the firm and the clients they serve:
- Assets Under Management: $1.5 billion (as of 2021)
- Number of Advisors: 25
- Time in Business: 40 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | 40 years |
Financial Services Offered
HAVEN FINANCIAL ADVISORS offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Debt management
- Business planning
Client Types
HAVEN FINANCIAL ADVISORS works with a diverse range of clients, including:
- High-net-worth individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
At HAVEN FINANCIAL ADVISORS, clients can expect transparent and fair fees for the services provided. The firm charges a percentage of assets under management as a fee, which is typically lower for larger portfolios. Additionally, the firm may also offer hourly or flat fees for certain specific services.
Background
Founded in 1981, HAVEN FINANCIAL ADVISORS has been committed to providing exceptional financial advisory services to its clients for over four decades. The firm’s team of experienced advisors is dedicated to staying current on industry trends and continuously improving their knowledge and skills to better serve clients.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest or other disclosures. At HAVEN FINANCIAL ADVISORS, transparency is a top priority, and the firm ensures that all necessary disclosures are made to clients. Some potential disclosures to be aware of include:
- The firm may receive commissions or other compensation from third-party providers for recommending their products or services