How does the advisor help clients – Key Takeaways:
KEVIN G. CONLON, CPA, PC is known for his expertise in financial management and consulting. With over 10 years of experience in the industry, he has helped countless clients achieve their financial goals and secure their future. Acting as a financial expert, Kevin G. Conlon, CPA, PC uses his knowledge and skills to help clients make well-informed and sound financial decisions.
Facts and Insights
Kevin G. Conlon, CPA, PC prides himself on staying up-to-date with the latest financial trends and strategies. He utilizes this knowledge to provide insights and guidance to his clients, helping them navigate the complex world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 10 years |
Financial Services Offered:
KEVIN G. CONLON, CPA, PC offers a wide range of financial services to meet the diverse needs of his clients. These include financial planning, investment management, tax planning and preparation, retirement planning, and more. With his vast knowledge and experience, he tailors his services to fit the unique goals and needs of each individual client.
Client Types:
Kevin G. Conlon, CPA, PC serves a diverse client base, including individuals, families, and small business owners. He is committed to providing personalized and comprehensive financial solutions to all his clients, regardless of their background or financial situation.
Fees & Compensation:
Kevin G. Conlon, CPA, PC believes in transparency when it comes to fees and compensation. He charges a flat fee or an hourly rate for his services, ensuring that his clients know exactly what they are paying for. He does not receive any commissions or compensation from third-party products, ensuring that his advice is completely unbiased.
Background:
Kevin G. Conlon, CPA, PC holds a Bachelor’s degree in Accounting and has been a licensed Certified Public Accountant for over 10 years. He has also completed several financial management courses and continuously seeks opportunities to expand his knowledge and skills.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest that may arise in the financial industry. KEVIN G. CONLON, CPA, PC has a clean track record with no disclosures to report. He puts his clients’ best interest first and always acts with integrity and honesty.