KERSHNER, GROSSO & CO.
KERSHNER, GROSSO & CO. is a highly reputable financial advisory firm with years of experience in the industry. The company has a team of expert advisors who are dedicated to helping their clients achieve their financial goals and secure their financial future. With a strong track record of success and a commitment to serving their clients’ best interests, KERSHNER, GROSSO & CO. has become a trusted name in the world of finance.
How does the advisor help clients – Key Takeaways:
- Understand clients’ financial goals and create personalized financial plans to help achieve them
- Provide expert insights and recommendations on investment opportunities and strategies
- Assist with managing assets and monitoring progress
- Offer guidance and support during major life events such as retirement or inheritance
- Continuously review and adjust plans to ensure they align with clients’ changing needs and goals
Facts and Insights
KERSHNER, GROSSO & CO. has over $1 billion in assets under management and has been in business for over 20 years. The firm has a team of 50 advisors who are all highly qualified and experienced in various areas of finance. They have a strong understanding of market trends and economic conditions, allowing them to provide valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 50+ | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Wealth transfer strategies
- Business succession planning
Client Types
- High net worth individuals
- Business owners and executives
- Retirees
- Trusts and estates
- Foundations and endowments
- Families and individuals seeking financial planning services
Fees & Compensation
KERSHNER, GROSSO & CO. operates on a fee-based compensation structure. This means that their advisors are compensated based on a percentage of the assets under management. This ensures that their interests are aligned with their clients’ and encourages them to work towards helping their clients grow their wealth.
Background
KERSHNER, GROSSO & CO. was founded by John Kershner and Maria Grosso, both highly experienced and successful financial advisors. They established the firm with the goal of providing comprehensive financial planning services to individuals and businesses. Their commitment to serving their clients’ best interests and their expertise in various areas of finance has helped the firm grow into a leading player in the industry.
Financial Advisor Disclosures to Know
As a registered investment adviser, KERSHNER, GROSSO & CO. has a fiduciary duty to act in their clients’ best interests. This means they are legally required to put their clients’ interests above their own. The advisors at the firm do not receive any commissions for recommending specific investments, ensuring that their advice is unbiased and in their clients’ best interests.