About JOHN DANIELS CPA, LLC.
JOHN DANIELS CPA, LLC. is a distinguished financial consulting firm known for its expert advice and solutions in a variety of financial matters. With a team of highly qualified professionals, the firm provides top-notch financial services to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions tailored to clients’ specific goals and needs.
- Offers expert advice on wealth management, investments, retirement planning, tax planning, and more.
- Utilizes cutting-edge technology and resources to stay ahead in the financial market.
Facts and Insights
As a leading financial advisor, JOHN DANIELS CPA, LLC. operates with transparency and credibility, always keeping the best interests of clients in mind. Their in-depth market knowledge and strategic approach towards financial planning make them a trusted partner for clients seeking sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 8 |
| 2010 | $100 million | 12 |
| 2015 | $200 million | 20 |
Financial Services Offered
JOHN DANIELS CPA, LLC. offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services offered include wealth management, investment management, retirement planning, tax planning and preparation, estate planning, and more. The firm takes a comprehensive approach towards financial planning, ensuring that all aspects are carefully considered for the optimal financial success of clients.
Client Types
The firm serves a diverse range of clients, including individuals, families, small businesses, and corporate entities. No matter the size or complexity of the client’s financial situation, JOHN DANIELS CPA, LLC. is committed to providing the same level of excellent service to all.
Fees & Compensation
At JOHN DANIELS CPA, LLC. transparency is key. The firm operates on a fee-only basis, which means they do not earn any commissions or hidden fees from clients. This ensures their advice is always unbiased, and their recommendations are solely in the best interest of the client.
Background
JOHN DANIELS CPA, LLC. is led by John Daniels, a highly-qualified CPA with over 20 years of experience in the financial industry. Along with a team of skilled professionals, John has helped numerous clients achieve their financial goals through personalized and strategic financial planning. The firm continues to grow and evolve, staying up-to-date with the latest trends in the financial market to ensure their clients receive the best advice possible.
Financial Advisor Disclosures to Know
JOHN DANIELS CPA, LLC. is a registered investment advisor and operates with a fiduciary duty, meaning they are legally obligated to act in the best interests of their clients. This ensures that clients can trust the firm and have peace of mind knowing their financial matters are in capable hands.