Financial Expert for JFK ADVISORY SERVICES, LLC
How does the advisor help clients – Key Takeaways:
- Provides financial expertise and guidance
- Creates personalized financial plans for clients
- Offers a wide range of financial services
- Works with various types of clients
- Transparent and competitive fee structure
Facts and Insights:
JFK ADVISORY SERVICES, LLC is a highly reputable financial advisory firm that has been in business for over 20 years. Their team of experienced advisors is dedicated to providing top-notch financial services to clients and helping them achieve their financial goals. With a strong commitment to professionalism and integrity, JFK ADVISORY SERVICES, LLC has gained the trust and satisfaction of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $1.5 billion |
|---|---|
| Number of Advisors: | 12 |
| Time in Business: | Over 20 years |
Financial Services Offered:
JFK ADVISORY SERVICES, LLC offers a wide range of financial services to cater to their clients’ individual needs and financial goals. Some of their services include:
- Financial planning
- Investment management
- Tax planning and consultation
- Estate planning
- Retirement planning
- Insurance planning
- Business succession planning
Client Types:
JFK ADVISORY SERVICES, LLC works with a diverse clientele, including:
- Individuals and families
- Small business owners
- Corporate executives
- High net worth individuals
- Retirees
Fees & Compensation:
JFK ADVISORY SERVICES, LLC follows a transparent and competitive fee structure, ensuring that clients understand what they are paying for and that the fees are reasonable. Their fees may vary depending on the services provided and the complexity of a client’s financial situation.
Background:
The team at JFK ADVISORY SERVICES, LLC consists of highly qualified and experienced financial advisors who are dedicated to helping clients achieve their financial goals. They are committed to staying updated with the latest market trends and continuously improving their strategies and services to meet the ever-changing needs of their clients.
Financial Advisor Disclosures to Know:
JFK ADVISORY SERVICES, LLC adheres to strict ethical standards and complies with all regulatory requirements. As a registered investment advisor, they have a fiduciary duty to act in the best interest of their clients and provide full disclosure of any potential conflicts of interest. They are also required to provide their clients with the firm’s Form ADV, which contains important information about the firm’s services, fees, and disciplinary history, among others.