How does the advisor help clients – Key Takeaways:
J.V. DELANEY & ASSOCIATES provides expert financial advice and guidance to clients looking to achieve their financial goals. With a team of highly qualified advisors and a wide range of financial services, the firm is dedicated to helping clients make the best decisions for their financial future.
Facts and Insights:
Founded in 2005, J.V. DELANEY & ASSOCIATES has been in the financial industry for over 15 years, providing expert financial advice and services to clients. As of 2020, the firm has over $500 million in assets under management and a team of 12 advisors ready to help clients navigate their financial journey.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 12 |
| 2006 | $600 million | 14 |
| 2007 | $700 million | 16 |
| 2008 | $800 million | 18 |
Financial Services Offered:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Advice
Client Types:
J.V. DELANEY & ASSOCIATES serves a diverse group of clients, including individuals, families, and small business owners. The firm understands that each client has unique financial needs and tailors their services to meet those needs.
Fees & Compensation:
For their services, J.V. DELANEY & ASSOCIATES charges a fee based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients, as they only make money when their clients’ assets grow in value. The firm also discloses all fees and compensation to their clients in a transparent and easy-to-understand manner.
Background:
The team at J.V. DELANEY & ASSOCIATES is made up of experienced and knowledgeable financial experts who are dedicated to helping clients achieve their financial goals. The firm values open communication and collaboration between their advisors and clients, creating a strong and trusting relationship.
Financial Advisor Disclosures to Know:
As a financial advisor, J.V. DELANEY & ASSOCIATES is held to high ethical standards and has a legal obligation to act in the best interests of their clients. The firm fully discloses any potential conflicts of interest and always puts their clients’ needs first. They also abide by all regulations and laws set by financial industry governing bodies.