How does the advisor help clients – Key Takeaways:
KINGSBURY FINANCIAL MANAGEMENT, INC. is a leading financial advisory firm that specializes in providing expert financial advice to its clients. With a team of highly experienced and qualified advisors, the firm offers a wide range of services that help clients achieve their financial goals.
- Personalized financial planning and advisory services
- Investment management and portfolio analysis
- Tax planning and preparation
- Estate planning and wealth transfer
- Retirement planning and income strategies
- Insurance planning and risk management
- Business consulting and succession planning
Facts and Insights
KINGSBURY FINANCIAL MANAGEMENT, INC. was founded in 1995 and has been in business for over 25 years. During this time, the firm has gained extensive experience in the financial industry and has a deep understanding of market trends and economic conditions. The firm holds over $2 billion in assets under management and has a team of over 50 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $2 billion | 50+ |
Financial Services Offered
KINGSBURY FINANCIAL MANAGEMENT, INC. offers a comprehensive range of financial services that cater to the diverse needs of its clients. These services include personalized financial planning and advisory, investment management, tax planning, estate planning, retirement planning, insurance planning and business consulting.
Client Types
The firm serves a wide range of clients including individuals, families, business owners, and institutions. The advisors at KINGSBURY FINANCIAL MANAGEMENT, INC. have the expertise to address the unique financial needs of each client, regardless of their financial situation or goals.
Fees & Compensation
The fee structure at KINGSBURY FINANCIAL MANAGEMENT, INC. is transparent and based on a percentage of assets under management. This ensures that the advisors are motivated to help clients grow their wealth and achieve their financial goals. The firm also offers hourly rates for specific financial planning services, as well as fee-only options for clients who prefer a more comprehensive approach to financial management.
Background
KINGSBURY FINANCIAL MANAGEMENT, INC. was founded by John Kingsbury, a highly experienced and knowledgeable financial advisor with over 35 years of experience in the industry. Under his leadership, the firm has grown to become a trusted and reputable name in the financial advisory space.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background, credentials, and any potential conflicts of interest. At KINGSBURY FINANCIAL MANAGEMENT, INC., our advisors are all registered investment advisors and hold the necessary licenses and certifications to provide financial advice. The firm also maintains a strict code of ethics to ensure that clients’ best interests are always put first.