JANTORNO FINANCIAL ADVISORS, LLC is a highly reputable firm that provides comprehensive financial planning services to individuals, families, and businesses. With years of experience in the financial industry, the advisors at JANTORNO FINANCIAL ADVISORS, LLC are well-equipped to assist clients in achieving their financial goals and securing their future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services tailored to the specific needs of each client
- Offers expert advice on investments, insurance, retirement planning, tax strategies, and more
- Utilizes advanced technology and resources to create and monitor customized financial plans
- Regularly reviews and adjusts clients’ financial plans to ensure they stay on track towards their goals
Facts and Insights
JANTORNO FINANCIAL ADVISORS, LLC has been in business for over 10 years and has a team of experienced financial advisors who are dedicated to helping clients achieve financial success. The firm has a strong track record of providing reliable and effective financial planning services, as evidenced by their many satisfied clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
JANTORNO FINANCIAL ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their future. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- College savings planning
- Business planning
Client Types
JANTORNO FINANCIAL ADVISORS, LLC serves a diverse range of clients, including:
- Individuals and families seeking to build and preserve wealth
- High net worth individuals looking for sophisticated financial planning strategies
- Business owners and entrepreneurs in need of business planning services
- Retirees and pre-retirees planning for a secure retirement
Fees & Compensation
JANTORNO FINANCIAL ADVISORS, LLC prides itself on its transparent fee and compensation structure. The firm charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests. The exact fee percentage may vary depending on the size and complexity of the client’s portfolio.
Background
JANTORNO FINANCIAL ADVISORS, LLC was founded by John Jantorno, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. He holds various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The firm’s team of advisors also boasts impressive qualifications and credentials, making them a highly reputable and trustworthy source for financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, JANTORNO FINANCIAL ADVISORS, LLC is required to disclose any information that could potentially impact their clients’ decisions. Here are some important disclosures to know:
- JANTORNO FINANCIAL ADVISORS, LLC is a privately-owned firm and does not have any affiliations with other financial institutions
- The firm may receive compensation for recommending specific products or services
- JANTORNO FINANCIAL ADVISORS, LLC does not have any disciplinary history or legal issues
In conclusion, JANTORNO FINANCIAL ADVISORS, LLC is a trusted and reliable partner in helping individuals, families, and businesses achieve financial success. With years of experience, a diverse range of financial services, and a transparent fee structure, the firm is well-equipped to provide personalized and effective financial planning solutions for their clients.