Holly Donaldson Financial Planning, LLC is a reputable financial planning firm that is dedicated to helping clients achieve financial stability and success. With years of experience and a team of skilled advisors, they provide expert guidance and support to their clients by offering a wide range of financial services.
H2: How does the advisor help clients – Key Takeaways:
– Acts as a trusted financial expert
– Provides personalized financial planning
– Offers comprehensive financial services
– Helps clients create and achieve financial goals
– Advises on investment strategies and risk management
H2: Facts and Insights
Holly Donaldson Financial Planning, LLC has been in business since 2010 and is headquartered in New York City. They have a team of 5 advisors who are all highly trained and experienced in the financial industry. The firm has built a strong reputation for their commitment to providing exceptional financial planning and services to their clients.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 11 years |
H2: Financial Services Offered
– Financial planning
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Insurance planning
– Education planning
H2: Client Types
Holly Donaldson Financial Planning, LLC works with a diverse range of clients including individuals, families, and small business owners. They also offer specialized services for high net worth individuals, as well as corporate financial planning for businesses.
H2: Fees & Compensation
Fees for the services provided by Holly Donaldson Financial Planning, LLC depend on the specific needs and goals of the clients. They offer both fee-only and fee-based services, depending on the preferences of the client. The firm is committed to transparency and will discuss all fees and compensation with their clients before proceeding with any services.
H2: Background
Holly Donaldson, the founder of Holly Donaldson Financial Planning, LLC, has over 25 years of experience in the financial industry. She is a Certified Financial Planner (CFP) and holds a Master’s degree in Financial Planning. With her expertise and knowledge, she has built a team of highly qualified advisors who are dedicated to helping clients achieve their financial goals.
H2: Financial Advisor Disclosures to Know
As a reputable financial planning firm, Holly Donaldson Financial Planning, LLC adheres to strict ethical standards and regulations. They are registered with the Securities and Exchange Commission (SEC) and have no disclosures or violations on their record.
In conclusion, Holly Donaldson Financial Planning, LLC is a top choice for those seeking professional financial guidance and support. With their experienced team and wide range of services, they are well-equipped to help clients create and achieve their financial goals.