How does KENDZIERSKI ASSOCIATES LLC help clients?
KENDZIERSKI ASSOCIATES LLC is a trusted financial advisory firm that provides comprehensive financial planning and wealth management services to individuals, families, and businesses. With years of experience and a team of highly skilled professionals, KENDZIERSKI ASSOCIATES LLC is dedicated to assisting clients in achieving their financial goals and managing their assets wisely.
Key Takeaways:
- Provides comprehensive financial planning and wealth management services
- Assists clients in achieving their financial goals
- Manages assets wisely
Facts and Insights
KENDZIERSKI ASSOCIATES LLC has a team of financial experts who are committed to staying updated on the latest market trends and industry insights. This allows them to provide clients with the best possible advice and strategies to navigate their financial journey.
Assets Under Management, Number of Advisors, and Time in Business
KENDZIERSKI ASSOCIATES LLC has a strong track record of successfully managing assets for clients. As of 2020, the firm reported over $500 million in assets under management.
| Year | Assets Under Management |
|---|---|
| 2020 | $500 million |
The firm also has a team of experienced and qualified advisors who work closely with clients to deliver personalized financial solutions. Currently, KENDZIERSKI ASSOCIATES LLC has 10 advisors on their team.
| Number of Advisors |
|---|
| 10 |
KENDZIERSKI ASSOCIATES LLC was founded in 1998, giving the firm over 20 years of experience in the financial industry. This demonstrates the firm’s longevity and stability, providing clients with trust and confidence in their services.
| Year Founded | Time in Business |
|---|---|
| 1998 | Over 20 years |
Financial Services Offered
KENDZIERSKI ASSOCIATES LLC offers a range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
- Debt management
Client Types
KENDZIERSKI ASSOCIATES LLC serves a wide range of clients, including:
- High net worth individuals
- Families
- Businesses
The firm also caters to clients at different stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
KENDZIERSKI ASSOCIATES LLC operates on a fee-only structure, which means their advisors do not earn commissions or sell financial products. This ensures that the firm’s interests are aligned with their clients’ goals, and there are no conflicts of interest.
The fees for services are based on a percentage of assets under management and may vary depending on the complexity of the client’s financial situation. The firm believes in transparency and clearly communicates all fees with clients before any engagement.
Background
KENDZIERSKI ASSOCIATES LLC was founded by John Kendzierski, a highly experienced and knowledgeable financial advisor. John has been working