Facts and Insights
Located in the bustling financial hub of New York City, Hightower & Boler, LLC has been providing expert financial guidance to clients for over 20 years. With a team of highly qualified advisors and a commitment to excellence, Hightower & Boler, LLC has become a trusted name in the world of financial services.
How does the advisor help clients – Key Takeaways:
At Hightower & Boler, LLC, the focus is always on the client. The team of advisors work tirelessly to understand the specific needs and goals of each and every client, and then use their extensive knowledge and expertise to develop customized financial plans and strategies. Whether it’s retirement planning, investment management, or estate planning, Hightower & Boler, LLC is dedicated to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Business planning
Client Types:
Hightower & Boler, LLC serves a diverse range of clients, including high net worth individuals, families, and businesses. They have experience working with clients from various industries and backgrounds, and are able to tailor their services to meet the unique needs of each client.
Fees & Compensation:
At Hightower & Boler, LLC, transparency is key. They believe in open and honest communication with their clients, which includes discussing fees and compensation upfront. This allows clients to fully understand the cost of services and make informed decisions about their financial future.
Background:
Hightower & Boler, LLC was founded by financial experts John Hightower and Jane Boler, who saw a need for personalized and comprehensive financial planning services for individuals and businesses. With their combined knowledge and experience, they have grown the firm into one of the most respected in the industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Hightower & Boler, LLC abides by strict regulations and rules set by the Securities and Exchange Commission (SEC). They are committed to acting in the best interest of their clients and disclosing any potential conflicts of interest.