HICKORY FINANCIAL GROUP, LLC
Located in the financial hub of New York City, HICKORY FINANCIAL GROUP, LLC is a leading financial services firm that helps clients make sound financial decisions through expert advice and tailored solutions. With a team of experienced professionals, they provide a wide range of services and cater to a diverse clientele.
How does the advisor help clients – Key Takeaways:
Here are the key takeaways that highlight how HICKORY FINANCIAL GROUP, LLC helps its clients:
- Offers expert financial advice and personalized solutions
- Provides a wide range of financial services
- Serves a diverse clientele
- Employs a team of experienced professionals
Facts and Insights
HICKORY FINANCIAL GROUP, LLC has been in the financial industry for over 15 years, serving clients with dedication and integrity. They have built a strong reputation in the market through their expert advice and consistent performance.
The table below provides publicly available numbers for HICKORY FINANCIAL GROUP, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
Financial Services Offered
HICKORY FINANCIAL GROUP, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
HICKORY FINANCIAL GROUP, LLC caters to a diverse range of clients, including:
- High net worth individuals
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
HICKORY FINANCIAL GROUP, LLC provides transparent and competitive fee structures for their services. They offer fee-only services, meaning their compensation is not tied to the sale of financial products. This ensures that their advisors act in the best interest of their clients at all times.
Background
The team at HICKORY FINANCIAL GROUP, LLC comprises of experienced and knowledgeable financial advisors who are committed to helping their clients achieve their financial goals. They stay updated with the latest market trends and regulations to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
Here are some important disclosures to keep in mind when working with HICKORY FINANCIAL GROUP, LLC:
- The firm has no disciplinary actions or regulatory events on record
- All advisors are properly registered and have no reportable customer complaints