How does the advisor help clients – Key Takeaways:
KIRKEY & CO. FINANCIAL ADVISORS, INC. provides clients with expert financial advice and services to help them achieve their financial goals. Their team of skilled financial advisors works closely with clients to create personalized financial plans that align with their unique needs and objectives.
Key takeaways:
- Personalized financial planning
- Expert financial advice
- Skilled team of financial advisors
Facts and Insights
KIRKEY & CO. FINANCIAL ADVISORS, INC. has been in business for over 20 years and has helped countless clients achieve their financial goals. With their extensive experience and knowledge in the financial industry, they are able to provide valuable insights and strategies to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
KIRKEY & CO. FINANCIAL ADVISORS, INC. serves a diverse range of clients, including individuals, families, and small businesses. They are dedicated to providing personalized financial solutions to each and every client, regardless of their financial situation or goals.
Fees & Compensation
KIRKEY & CO. FINANCIAL ADVISORS, INC. operates on a fee-only basis, meaning they do not receive any commissions or incentives for recommending specific financial products. This ensures that their advice is always in the best interest of their clients and not influenced by outside factors.
Background
KIRKEY & CO. FINANCIAL ADVISORS, INC. was founded by John Kirkey, a highly experienced and knowledgeable financial advisor with over 30 years of experience in the industry. He has built a talented team of financial advisors who are all dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
- KIRKEY & CO. FINANCIAL ADVISORS, INC. is registered with the Securities and Exchange Commission (SEC) as an investment advisor.
- KIRKEY & CO. FINANCIAL ADVISORS, INC. has no disclosures on their record with the SEC or any other regulatory agencies.
- Their team of financial advisors holds relevant securities licenses and are required to uphold high ethical standards in their interactions with clients.