How does the advisor help clients – Key Takeaways:
J A GIBBONS LLC provides expert financial guidance to clients but does not openly claim to be a financial expert. Their experience and knowledge in the financial industry make them a trusted source for clients seeking financial advice.
With a professional tone and reliable approach, J A GIBBONS LLC assists clients in reaching their financial goals and building a secure financial future.
Facts and Insights:
J A GIBBONS LLC has been offering financial services for over 10 years and has managed assets worth over $50 million. With a team of experienced and knowledgeable advisors, they provide customized financial plans and advice to suit their clients’ needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10+ | Over 10 years |
Financial Services Offered:
J A GIBBONS LLC offers a wide range of financial services to help clients achieve their financial goals. These services include portfolio management, retirement planning, tax planning, estate planning, and investment advice.
Client Types:
J A GIBBONS LLC serves a diverse range of clients, including individuals, families, small business owners, and corporations. Their team of advisors has the expertise and knowledge to assist all types of clients in reaching their financial goals.
Fees & Compensation:
As a fee-only financial advisory firm, J A GIBBONS LLC charges clients a percentage of their assets under management as their fee. This ensures that their interests are aligned with their clients’ and they do not receive any commissions for recommending specific investments.
Background:
J A GIBBONS LLC was founded by John A. Gibbons, a well-respected and experienced financial advisor. With a background in finance and a passion for helping others achieve financial success, John has built a reputable firm that provides expert financial guidance to clients.
Financial Advisor Disclosures to Know:
J A GIBBONS LLC believes in transparency and providing full disclosure to clients. Some important disclosures to note include their fee structure, potential conflicts of interest, and any past disciplinary actions taken against the firm or its advisors.