How does the advisor help clients – Key Takeaways:
Kenneth A. Dery & Associates acts as a trusted financial consultant, providing expert guidance and support to clients seeking to enhance their financial stability and success. With a diverse range of services and a commitment to personalized attention, Kenneth A. Dery & Associates helps clients achieve their financial goals.
Facts and Insights
Kenneth A. Dery & Associates has been in business for over 20 years, with a team of dedicated advisors who possess extensive knowledge and experience in the financial industry. As a reputable and highly regarded firm, they have helped numerous clients secure their financial future and create a solid foundation for financial growth and prosperity.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20+ years |
Financial Services Offered
Kenneth A. Dery & Associates offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth preservation
Client Types
Kenneth A. Dery & Associates caters to a wide range of clients, including high-net-worth individuals, families, and businesses. They understand that every client has unique financial goals, and they work closely with each client to develop a personalized plan that aligns with their specific needs and objectives.
Fees & Compensation
As a fee-only firm, Kenneth A. Dery & Associates does not earn commissions or compensation from the sale of financial products. Instead, they charge a transparent, flat fee based on the value of assets that they manage for their clients. This fee structure ensures that their interests are aligned with those of their clients, providing peace of mind and transparency in their financial planning process.
Background
Kenneth A. Dery, founder of Kenneth A. Dery & Associates, has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP®) and Registered Investment Advisor (RIA), possessing the necessary qualifications and expertise to provide sound financial advice to his clients. His commitment to professionalism, integrity, and personalized attention has earned him a loyal and satisfied client base.
Financial Advisor Disclosures to Know
Kenneth A. Dery & Associates is a fiduciary, which means they are legally obligated to act in their clients’ best interests at all times. They have no conflicts of interest and are transparent in their communication and decision-making processes with their clients. As a reputable firm, they hold themselves to the highest ethical standards, ensuring that their clients’ financial well-being is always the top priority.