How does the advisor help clients – Key Takeaways:
IACANGELO FINANCIAL GROUP, LLC is a trusted financial firm dedicated to providing expert financial advice to individuals and businesses. They pride themselves on offering personalized financial solutions tailored to their clients’ specific needs and goals.
- Provides expert financial guidance tailored to clients’ needs and goals
- Offers a wide range of financial services
- Works with various client types
- Fees and compensation structured to benefit clients
- Transparent and upfront with all financial advisor disclosures
Facts and Insights
Founded in 2010, IACANGELO FINANCIAL GROUP, LLC has over 10 years of experience in the financial industry. Their team of advisors has a wealth of knowledge and expertise in various financial areas, allowing them to provide comprehensive guidance to clients.
As a trusted financial advisor, IACANGELO FINANCIAL GROUP, LLC prides itself on staying up-to-date with the ever-changing market and economic landscape. With their extensive research and analysis, they are able to provide valuable insights and make informed recommendations for their clients’ financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | Over 10 years |
Financial Services Offered
IACANGELO FINANCIAL GROUP, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. Some of the services they offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
IACANGELO FINANCIAL GROUP, LLC works with a diverse range of clients, including individuals, families, professionals, retirees, and small business owners. They understand that each client has unique financial needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation
IACANGELO FINANCIAL GROUP, LLC believes in transparency when it comes to their fees and compensation. They offer a fee-based structure, as opposed to a commission-based one, to align their interests with their clients’ best interests. This ensures that their clients’ success is their top priority.
Background
IACANGELO FINANCIAL GROUP, LLC was founded by John Iacangelo, a highly experienced and qualified financial advisor. With over 20 years of experience in the financial industry, John has helped countless clients achieve their financial goals and secure their future. He leads a team of knowledgeable and dedicated advisors who share his passion for providing expert financial guidance to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, IACANGELO FINANCIAL GROUP, LLC is held to high fiduciary standards, which means they are legally obligated to act in their clients’ best interests at all times. They are transparent with all disclosures and provide all necessary information to clients before making any financial decisions on their behalf.
In addition, IACANGELO FINANCIAL GROUP, LLC has a clean record with no disciplinary actions or compliance issues. This further demonstrates their commitment to ethical and professional practices.