How does the advisor help clients – Key Takeaways:
Kenneth Dean & Co Financial Advisory Services prides itself on its expert financial guidance and expertise. Their team of professionals is dedicated to providing clients with the highest quality financial advice and services to help them reach their financial goals.
With a wealth of experience and knowledge in the financial industry, Kenneth Dean & Co is equipped to assist clients with a variety of financial concerns and needs, from investments to retirement planning and more. They believe in building long-term relationships with their clients and providing personalized solutions tailored to each individual’s unique financial situation.
Facts and Insights:
Here are some key facts and insights about Kenneth Dean & Co Financial Advisory Services:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million+ | 10+ | Over 20 years |
Kenneth Dean & Co has over 20 years of experience in the financial industry and manages over $200 million in assets for their clients. They have a team of 10+ advisors who are dedicated to providing top-notch financial advice and services.
Financial Services Offered:
Kenneth Dean & Co offers a wide range of financial services to their clients, including but not limited to:
- Investment management
- Retirement planning
- Insurance planning and analysis
- Estate planning
- Tax planning and preparation
- Financial education and consulting
Client Types:
Kenneth Dean & Co serves a diverse group of clients, including:
- Individuals and families
- Small business owners
- Couples approaching retirement
- High net worth individuals
- Corporate executives
Fees & Compensation:
Kenneth Dean & Co is committed to transparency and providing clients with fee-only services. They do not collect commissions or third-party fees, ensuring that their advice is solely based on their clients’ best interests. The fees for their services are based on a percentage of assets under management.
Background:
Kenneth Dean, the founder and CEO of Kenneth Dean & Co Financial Advisory Services, has been in the financial industry for over 30 years. He holds various certifications and designations, including a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). His extensive experience and expertise have earned him a reputation as a trusted financial advisor in the industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Kenneth Dean & Co is committed to adhering to all industry regulations and disclosure requirements. They prioritize transparency and provide clients with all the necessary information regarding their fees, services, and potential conflicts of interest. This ensures that clients can trust the advice and services provided by Kenneth Dean & Co Financial Advisory Services.