About JOHN MCANDREW FINANCIAL ADVISORS LLC
John McAndrew Financial Advisors LLC is a wealth management firm that provides professional financial expertise to its clients. Founded in 2005 and headquartered in New York City, the firm has been advising clients for over 15 years.
How does the advisor help clients – Key Takeaways:
- Provides customized financial plans tailored to each individual client’s needs and goals
- Offers a wide range of financial services, including investment management, retirement planning, and estate planning
- Works closely with clients to create a personalized and comprehensive financial strategy
- Utilizes a team-based approach to ensure clients receive the best financial advice and support
Facts and Insights
John McAndrew Financial Advisors LLC has a strong track record of success and is dedicated to helping clients achieve their financial goals. The firm has consistently been recognized for its exceptional service and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance solutions
Client Types
John McAndrew Financial Advisors LLC works with a diverse range of clients, including individuals, families, and small business owners. They also have expertise in working with high net worth individuals and corporate executives.
Fees & Compensation
John McAndrew Financial Advisors LLC is a fee-only advisory firm, which means their clients pay a transparent and competitive fee based on the assets under management. This ensures that the firm’s interests are aligned with their clients’ goals and objectives.
Background
John McAndrew, the founder and CEO of John McAndrew Financial Advisors LLC, has over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning from reputable universities. He is also a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, John McAndrew Financial Advisors LLC follows strict compliance guidelines and is committed to transparency with their clients. They have no legal or disciplinary disclosures and have a clean record.