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How does the advisor help clients – Key Takeaways:
LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. is a professional financial services firm that specializes in helping clients achieve their financial goals. They offer a wide range of services that cater to the specific needs of each individual or organization. The following are some key takeaways on how this advisor can help you:
- Provides expertise and knowledge in various financial areas
- Offers personalized financial solutions
- Creates customized investment portfolios
- Provides regular reviews and updates on your investments
- Helps clients stay on track for their long-term financial goals
Facts and Insights:
When it comes to managing your finances, it is important to work with an advisor that you can trust. LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. has a proven track record of success and has been able to help numerous clients achieve financial stability and growth. Here are some interesting facts and insights about this advisor:
- Assets under management: $500 million
- Number of advisors: 10
- Time in business: 15 years
| Year | Assets Under Management ($) |
|---|---|
| 2017 | 400 million |
| 2018 | 450 million |
| 2019 | 500 million |
Financial Services Offered:
LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. offers a variety of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Risk management
Client Types:
The advisor works with a wide range of clients, including individuals, families, and organizations. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation:
The fees and compensation structure for LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. is transparent and straightforward. They charge a percentage of assets under management and do not receive any commissions or incentives from product sales. This aligns their interests with their clients and ensures that they are working in their best interest at all times.
Background:
The team at LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. is comprised of highly experienced and knowledgeable financial advisors. They have a deep understanding of the markets and utilize a disciplined approach to investing. With their expertise, they help clients make sound financial decisions and provide ongoing support and guidance.
Financial Advisor Disclosures to Know:
It is important to be aware of any potential conflicts of interest when it comes to your financial advisor. LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. operates with transparency and discloses any potential conflicts to their clients. Some important disclosures to know include:
- They act as a fiduciary, meaning they must always act in the best interest of their clients.
- They may have business relationships with certain investment companies, but they fully disclose this information to their clients.
- They do not participate in revenue sharing agreements from product sales.
- They do not have any disciplinary actions or regulatory sanctions on their record.
If you are looking for a trusted financial advisor to help you achieve your financial goals, LAFLAM AND HAGGERTY INVESTMENT ADVISERS CORP. may be the right choice for you. With their expertise, personalized approach, and transparent practices, you can feel confident in your financial future.