How does KEIDAN FINANCIAL CONSULTANTS LLC help clients – Key Takeaways:
KEIDAN FINANCIAL CONSULTANTS LLC is dedicated to providing comprehensive financial solutions to their clients. They understand that every individual has unique financial goals and objectives, and they work closely with their clients to develop personalized strategies to help them achieve their goals. Here are some key takeaways about how the firm helps its clients:
- Offers a wide range of financial services to meet the diverse needs of clients
- Specializes in creating personalized financial plans for each individual client
- Strives to build long-term relationships with clients based on trust and transparency
- Has a team of experienced financial experts who are committed to providing high-quality advice and guidance
- Regularly monitors and reviews client portfolios to ensure they align with their financial goals
Facts and Insights
KEIDAN FINANCIAL CONSULTANTS LLC was founded in 2005 by John Keidan, a certified financial planner with over 20 years of experience in the industry. The firm is headquartered in New York City and has expanded to serve clients across the country. Here are some key facts and insights about the firm:
- Assets under management: $500 million
- Number of advisors: 10
- Time in business: 15 years
- Provides financial services to individuals, families, and small businesses
- Emphasizes on long-term planning and conservative investment strategies
Financial Services Offered
KEIDAN FINANCIAL CONSULTANTS LLC offers a wide range of financial services to help clients achieve their financial goals and objectives. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
- Education planning
- Charitable giving strategies
Client Types
KEIDAN FINANCIAL CONSULTANTS LLC works with a diverse range of clients, including:
- High net worth individuals
- Families
- Business owners
- Professionals
- Retirees
- Non-profit organizations
Fees & Compensation
KEIDAN FINANCIAL CONSULTANTS LLC operates on a fee-based compensation structure, meaning that their fees are based on a percentage of the assets under management. This ensures that their interests are aligned with their clients’ and they are focused on helping their clients grow their wealth. They are committed to transparency and do not receive commissions for any products or services they recommend to their clients.
Background
KEIDAN FINANCIAL CONSULTANTS LLC was founded with the goal of providing comprehensive and personalized financial solutions to clients. They are dedicated to helping their clients achieve their financial goals and build long-term wealth. The firm believes in a long-term approach to financial planning and emphasizes on conservative investment strategies to protect their clients’ wealth.
Financial Advisor Disclosures to Know
As a registered investment advisor, KEIDAN FINANCIAL CONSULTANTS LLC is required to disclose certain information to their clients. This includes any potential conflicts of interest, disciplinary history, and fees. You can find this information in their Form ADV, which is available upon request. Additionally, the firm’s advisors are highly qualified and hold relevant certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This demonstrates their commitment to providing high-quality financial advice and guidance to their clients.