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How does the advisor help clients – Key Takeaways:
JIM POE & ASSOCIATES, INC. is a highly experienced financial firm that offers a wide range of services to help clients reach their financial goals. The firm prides itself on its comprehensive and personalized approach to financial planning, tailoring its services to meet the specific needs of each individual client. With a team of dedicated and knowledgeable advisors, JIM POE & ASSOCIATES, INC. is committed to providing expert financial guidance and support to all of its clients.
Facts and Insights
JIM POE & ASSOCIATES, INC. has been in the financial services industry for over 25 years, with a team of financial experts who have a combined experience of more than 50 years. The firm has a strong track record of success, helping clients across a wide range of financial situations achieve their goals and secure their financial future. As a registered investment advisor, JIM POE & ASSOCIATES, INC. is committed to providing transparent and ethical financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 25+ years |
Financial Services Offered
JIM POE & ASSOCIATES, INC. offers a comprehensive range of financial services including retirement planning, investment management, tax planning, estate planning, and insurance planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation and creating a customized plan that aligns with their unique goals and needs. This ensures that clients receive the best possible advice and guidance to help them achieve their financial objectives.
Client Types
JIM POE & ASSOCIATES, INC. works with individuals, families, and small businesses, providing tailored financial solutions to meet the specific needs of each client. The firm is committed to building lasting relationships with its clients, understanding their unique circumstances, and providing ongoing support and advice to help navigate any changes in their financial situation.
Fees & Compensation
At JIM POE & ASSOCIATES, INC., the firm’s compensation is aligned with its clients’ success. This means that the firm only earns a fee when clients’ investments grow, ensuring that their interests are always aligned with their clients’. The firm is transparent in its fee structure, and there are no hidden fees or commissions.
Background
The founder and CEO of JIM POE & ASSOCIATES, INC., Jim Poe, has been in the financial services industry for over 30 years. He is a highly respected and experienced financial advisor and is dedicated to helping his clients achieve financial success. Under his leadership, the firm has built a strong reputation for its expertise, integrity, and commitment to its clients.
Financial Advisor Disclosures to Know
JIM POE & ASSOCIATES, INC. is a fiduciary, meaning the firm is legally required to act in its clients’ best interests. This ensures that the firm’s advisors always put their clients’ needs above their own, providing unbiased and objective financial advice. The firm’s advisors also have no conflicts of interest, so clients can trust that they’re receiving advice that is truly in their best interest.