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J.S. REPLOGLE & ASSOCIATES LLC: Expert Financial Services for Clients
J.S. REPLOGLE & ASSOCIATES LLC is a well-respected financial advisory firm that is dedicated to helping their clients achieve their financial goals. Founded in 1998, the firm has over 20 years of experience in the industry, making them a trusted source for financial advice and expertise.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment strategies
- Offers a wide range of financial services
- Works with a variety of client types
- Transparent fee structure
- Strong track record of success
Facts and Insights
J.S. REPLOGLE & ASSOCIATES LLC prides itself on being a company with strong values and a commitment to providing exceptional service to their clients. Their team of experienced advisors understands the importance of building personal relationships and takes the time to understand each client’s unique financial situation in order to provide the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance services
Client Types
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
J.S. REPLOGLE & ASSOCIATES LLC believes in full transparency when it comes to fees and compensation. They work on a fee-only basis, which means they do not earn commissions for selling products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests.
Background
J.S. REPLOGLE & ASSOCIATES LLC was founded by John S. Replogle, a highly experienced financial advisor with over 30 years of industry experience. John and his team have a passion for helping their clients achieve financial success and are committed to providing the highest level of service and expertise.
Financial Advisor Disclosures to Know
J.S. REPLOGLE & ASSOCIATES LLC is registered with the Securities and Exchange Commission (SEC) and is subject to their regulations. This means that the firm is held to a high standard and must always act in the best interests of their clients. Additionally, the firm has a strict policy of disclosing any potential conflicts of interest to their clients.