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How does the advisor help clients – Key Takeaways:
Howland and Associates, LLC is a trusted financial consulting firm that provides expert advice and services to individuals and businesses. They assist clients in managing their financial portfolios and reaching their financial goals, all while prioritizing their best interests and maintaining open communication.
The firm offers a range of financial services, from investment management and retirement planning to tax planning and insurance solutions. With their comprehensive approach and personalized strategies, they help clients achieve financial stability and success.
Facts and Insights
Howland and Associates, LLC has been in the financial industry for over 15 years, providing top-notch financial expertise and guidance to their clients. Their team of experienced advisors is well-versed in all aspects of finance and continuously stays updated on market trends and changes.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 15+ | Over 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
Client Types
Howland and Associates, LLC works with a diverse range of clients, including individuals, families, small businesses, and corporations. They are committed to providing custom-tailored solutions for each client’s unique financial needs and goals.
Fees & Compensation
Howland and Associates, LLC operates on a fee-based compensation structure, meaning their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and that they are working towards the same financial goals.
Background
The firm was founded by John Howland, a renowned financial expert with over 20 years of experience in the industry. He had a vision of creating a financial firm that focuses on providing personalized and transparent financial solutions to clients, and that is exactly what Howland and Associates, LLC has achieved.
Financial Advisor Disclosures to Know
As a registered investment advisor, Howland and Associates, LLC is held to a fiduciary standard. This means that they are legally obligated to act in their clients’ best interests and to disclose any potential conflicts of interest.
Additionally, all of the firm’s advisors have a clean disciplinary record, and there are no regulatory actions or disclosures reported against the firm.