How does the advisor help clients – Key Takeaways:
KERSHNER, GROSSO & CO. is a leading financial consulting firm that aims to support their clients in achieving their financial goals and objectives. With years of experience in the industry, KERSHNER, GROSSO & CO. has established a reputation for providing expert financial advice and services to individuals, families, and businesses.
Here are some key takeaways on how the advisor helps clients:
- Offers a personalized approach to financial planning and management
- Utilizes a range of resources and tools to create a customized financial plan for each client
- Helps clients navigate complex financial decisions and plan for the future
- Provides ongoing support and guidance to clients as their financial needs change over time
Facts and Insights
KERSHNER, GROSSO & CO. takes a comprehensive and strategic approach to financial planning and management. By analyzing market trends and staying up-to-date with industry changes, the firm is able to provide valuable insights and recommendations to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered
KERSHNER, GROSSO & CO. offers a wide range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
KERSHNER, GROSSO & CO. serves a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Closely-held corporations
Fees & Compensation
KERSHNER, GROSSO & CO. operates on a fee-only basis, meaning they do not receive any commissions or compensation from the products they recommend. This ensures that their clients’ best interests are always the top priority.
Background
KERSHNER, GROSSO & CO. was founded in 2000 by financial experts John Kershner and Maria Grosso. With a combined experience of over 40 years in the industry, they have built a team of dedicated advisors and have successfully helped countless clients reach their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, KERSHNER, GROSSO & CO. is required to disclose any potential conflicts of interest to their clients. These disclosures can include any affiliations with other companies or products, as well as any disciplinary actions taken against the firm or its advisors.
In conclusion, KERSHNER, GROSSO & CO. offers a comprehensive and personalized approach to financial planning and management. With their experience, expertise, and commitment to their clients’ best interests, they have established themselves as a trusted and reputable financial advisor in the industry.