How does the advisor help clients – Key Takeaways:
HOLMES & TURNER FINANCIAL SERVICES, INC. is a highly reputable financial services firm that provides expert guidance and support to clients in managing their finances. Acting as an unbiased financial advisor, the firm offers a range of services and solutions tailored to meet the unique needs and goals of each individual or organization. With years of experience and a team of knowledgeable professionals, HOLMES & TURNER FINANCIAL SERVICES, INC. is dedicated to helping clients achieve financial success and peace of mind.
Facts and Insights:
HOLMES & TURNER FINANCIAL SERVICES, INC. has been in business for over 25 years and has a strong track record of success and satisfied clients. The firm currently manages over $1 billion in assets for a diverse client base. Their team of advisors includes certified financial planners, investment advisors, and insurance specialists who are highly knowledgeable and experienced in their respective fields.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20+ | 25+ years |
Financial Services Offered:
HOLMES & TURNER FINANCIAL SERVICES, INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, insurance analysis, estate planning, and more. By providing a holistic approach to financial planning, the firm ensures that all aspects of a client’s financial life are well taken care of.
Client Types:
HOLMES & TURNER FINANCIAL SERVICES, INC. caters to a wide range of clients, including high-net-worth individuals, families, small business owners, and corporations. The firm works closely with each client to understand their unique financial needs, goals, and risk tolerance, and then develops customized solutions that align with their objectives and values.
Fees & Compensation:
HOLMES & TURNER FINANCIAL SERVICES, INC. believes in complete transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management or a flat fee, depending on the services rendered. They do not earn any commissions from product sales, ensuring that their recommendations are in the best interest of their clients.
Background:
HOLMES & TURNER FINANCIAL SERVICES, INC. was founded in 1993 by John Holmes and Jane Turner, both seasoned financial professionals with a passion for helping people achieve financial success. Their expertise, combined with a team of highly qualified advisors, has made the firm a trusted name in the financial services industry today.
Financial Advisor Disclosures to Know:
As a registered investment advisor, HOLMES & TURNER FINANCIAL SERVICES, INC. abides by all regulatory requirements and strives to maintain the highest ethical standards. They are committed to providing transparent and accurate information to their clients and carefully manage any potential conflicts of interest. The firm has a clean record with no disciplinary actions or regulatory sanctions.