About JOSEPH GUNNAR & CO., LLC
JOSEPH GUNNAR & CO., LLC is a leading financial services firm that has been providing expert financial advice to clients for over 30 years. The firm is committed to helping clients achieve their financial goals through a comprehensive approach that considers their individual needs and risk tolerance.
Our team of experienced financial advisors offers a wealth of knowledge and expertise in various areas of finance, including wealth management, investment management, retirement planning, and more. Our focus is on providing high-quality, personalized services that are tailored to each client’s unique circumstances.
How does the advisor help clients – Key Takeaways:
Our financial advisors at JOSEPH GUNNAR & CO., LLC help clients in the following ways:
- Developing personalized financial plans based on individual goals and risk tolerance
- Providing ongoing guidance and support to help clients make informed financial decisions
- Offering a wide range of financial services to meet various needs and objectives
Our goal is to empower our clients to make confident and informed financial decisions that will help them achieve financial success.
Facts and Insights
Here are some key facts and insights about JOSEPH GUNNAR & CO., LLC:
- Founded in 1985 by Joseph J.P. Gunnar Jr., the firm has over 30 years of experience in the financial services industry.
- The firm currently manages over $500 million in client assets.
- We have a team of 20 financial advisors who are dedicated to providing personalized and expert financial guidance to our clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 30 years |
Financial Services Offered
JOSEPH GUNNAR & CO., LLC offers a comprehensive range of financial services to meet the diverse needs of our clients. Our services include:
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- College savings planning
Client Types
We serve a wide range of clients, including:
- Individuals
- High net worth individuals
- Business owners
- Retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation
At JOSEPH GUNNAR & CO., LLC, we believe in transparency and disclosing all fees and compensation to our clients. Our fees are based on a percentage of assets under management, and we do not charge any commissions or hidden fees. Our compensation structure ensures that our interests are aligned with those of our clients, and we only succeed when our clients succeed.
Background
JOSEPH GUNNAR & CO., LLC was founded in 1985 by Joseph J.P. Gunnar Jr., a highly experienced financial advisor with over 40 years of experience in the industry. Under his leadership, the firm has grown to become a trusted and respected name in the financial services industry, known for its personalized and expert approach to financial planning and management.
Financial Advisor Disclosures to Know
At JOSEPH GUNNAR & CO., LLC, we take our responsibility to our clients very seriously. We are committed to maintaining the highest level of professionalism and ethical standards in all our