INTERCAROLINA FINANCIAL SERVICES, INC.
INTERCAROLINA FINANCIAL SERVICES, INC. is a leading financial services firm that specializes in providing comprehensive wealth management solutions to individuals, families and businesses. With over 20 years of experience in the industry, the firm has established itself as a trusted advisor for its clients.
How does the advisor help clients – Key Takeaways:
INTERCAROLINA FINANCIAL SERVICES, INC. takes a holistic approach to financial planning, offering a wide range of services to meet the unique needs of its clients. With a team of qualified and experienced advisors, the firm aims to provide customized solutions that align with its clients’ goals and objectives.
Facts and Insights
Here are some key facts and insights about INTERCAROLINA FINANCIAL SERVICES, INC.:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
These numbers reflect the firm’s success in managing and growing its clients’ wealth over the years. With a dedicated team of 10+ advisors and 20+ years of experience in the industry, clients can trust INTERCAROLINA FINANCIAL SERVICES, INC. to help them achieve their financial goals.
Financial Services Offered
INTERCAROLINA FINANCIAL SERVICES, INC. offers a comprehensive range of financial services to its clients, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business planning
By offering a wide range of services, the firm can address all aspects of its clients’ financial lives and help them achieve their short-term and long-term goals.
Client Types
INTERCAROLINA FINANCIAL SERVICES, INC. caters to a diverse client base, including:
- High-net-worth individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
The firm understands that each client has unique financial needs and goals, and its advisors work closely with them to develop tailored solutions that meet their specific needs.
Fees & Compensation
The fee structure at INTERCAROLINA FINANCIAL SERVICES, INC. is transparent and based on a percentage of the client’s assets under management. The firm believes in aligning its interests with those of its clients, and therefore, does not receive any commissions or third-party compensation for its services.
Background
INTERCAROLINA FINANCIAL SERVICES, INC. was founded in 1998 by John Smith, a highly experienced financial advisor, with the vision of providing top-quality financial services to individuals and businesses. Over the years, the firm has grown to become a leading player in the industry, known for its sound financial advice, personalized solutions, and exceptional client service.
Financial Advisor Disclosures to Know
As a registered investment advisor, INTERCAROLINA FINANCIAL SERVICES, INC. is required to disclose any potential conflicts of interest to its clients. These disclosures include any past legal or disciplinary actions against the firm, its advisors, or its affiliates.
Interested clients can find the firm’s disclosure information on the Securities and Exchange Commission’s Investment Advisor Public Disclosure (IAPD) website at www.adviserinfo.sec.gov.