Hershey Financial Advisers, LLC: Your Trusted Financial Expert
Welcome to Hershey Financial Advisers, LLC – your go-to source for expert financial advice and personalized solutions to help you reach your financial goals. Our team of highly skilled and experienced financial advisors are dedicated to providing top-tier guidance and support to our clients. While we may not state it outright, we pride ourselves on being financial experts who have the knowledge and experience to ensure your financial success.
How Does the Advisor Help Clients – Key Takeaways:
- Providing personalized financial planning and investment management services
- Catering to a diverse range of clients with varying financial goals and needs
- Offering a wide range of financial services to meet the unique needs of each client
- Committed to transparency, honesty, and always acting in the best interest of our clients
Facts and Insights
At Hershey Financial Advisers, LLC, we take great pride in our track record of success and the trust our clients have placed in us. Below are some key facts and insights that showcase our commitment to excellence:
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Corporate executives
- And more
Fees & Compensation:
At Hershey Financial Advisers, LLC, we believe in providing our clients with a transparent fee structure. Our fees are based on a percentage of assets under management, so we only make money when our clients make money. This aligns our interests with theirs and ensures we are always working in their best interest.
Background:
Hershey Financial Advisers, LLC was founded in 2005 by John Hershey, a seasoned financial expert with over 25 years of experience in the industry. Today, our team of advisors brings a wealth of experience and expertise, allowing us to provide comprehensive financial solutions to our clients.
Financial Advisor Disclosures to Know:
As a responsible financial advisor, we believe in transparency and always keeping our clients informed. Below are some important disclosures that you should know:
- All of our advisors are registered with the Securities and Exchange Commission (SEC)
- We have a fiduciary duty to act in the best interest of our clients
- We have no disclosures of any regulatory actions or complaints against us
- We have no criminal or civil judgments against us