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How does the advisor help clients – Key Takeaways:
KEARNEY-BURCH FINANCIAL SERVICES, INC. is dedicated to providing expert financial advice to their clients. They have a team of experienced and knowledgeable advisors who help clients achieve their financial goals through personalized financial planning and investment strategies.
Facts and Insights
KEARNEY-BURCH FINANCIAL SERVICES, INC. has been in business for over 20 years, serving clients from all walks of life. They have a track record of success and have helped countless individuals and families achieve financial stability and security.
As of 2020, the firm manages over $500 million in assets under management, with a team of 10 advisors. They have a reputation for providing sound financial advice and excellent customer service.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 1997 |
|---|---|
| Number of Advisors: | 10 |
| Assets Under Management: | $500 million |
Financial Services Offered
KEARNEY-BURCH FINANCIAL SERVICES, INC. offers a comprehensive range of financial services to meet their clients’ needs. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
KEARNEY-BURCH FINANCIAL SERVICES, INC. serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Retirees
- Couples planning for their future
Fees & Compensation
KEARNEY-BURCH FINANCIAL SERVICES, INC. operates on a fee-based system, which means they charge a percentage of the assets they manage for their clients. This ensures that the advisors’ interests are aligned with their clients’ and that they are always working to grow and protect their clients’ assets.
They are committed to transparency and believe in keeping their clients informed about any fees and compensation involved in their services. Clients can expect to receive a detailed breakdown of all fees and expenses before they begin working with the firm.
Background
KEARNEY-BURCH FINANCIAL SERVICES, INC. was founded in 1997 by financial experts John Kearney and Emily Burch. They have built a team of skilled and experienced advisors who are dedicated to helping clients achieve their financial goals.
The firm prides itself on its strong ethical principles and has a strict code of conduct that all advisors must adhere to. They believe in building long-term relationships with their clients and are committed to providing unbiased and objective financial advice.
Financial Advisor Disclosures to Know
KEARNEY-BURCH FINANCIAL SERVICES, INC. understands the importance of transparency and takes steps to ensure that clients are fully informed about any potential conflicts of interest. The firm’s advisors are required to disclose any potential conflicts of interest, such as compensation from third parties or affiliations with other businesses. This ensures that clients can make informed decisions based on all relevant information.
Overall, KEARNEY-BURCH FINANCIAL SERVICES, INC. is a reputable and reliable financial advisor that puts their clients’ needs first. With a strong track record of success and a commitment to ethical and transparent practices, they are a trusted partner for individuals and families looking to secure their financial future.