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How does the advisor help clients – Key Takeaways:
LONGENECKER FINANCIAL SERVICES is dedicated to providing clients with expert financial advice and guidance. Their team of experienced advisors use their expertise and knowledge to help clients achieve their financial goals and make the most of their assets. Here are the key takeaways on how they help their clients:
- Provide expert financial advice and guidance
- Help clients achieve their financial goals
- Maximize assets
Facts and Insights
LONGENECKER FINANCIAL SERVICES is a reputable financial services firm that has been in business for over 20 years. They have a team of highly experienced financial advisors who are knowledgeable in various financial areas and industries. Through their years of experience, they have gained valuable insights and strategies to help clients reach their financial objectives.
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
LONGENECKER FINANCIAL SERVICES offers a wide range of financial services to meet the diverse needs of their clients. Some of their services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance services
Client Types
LONGENECKER FINANCIAL SERVICES caters to a variety of clients, including individuals, families, small businesses, and corporations. They have the expertise to assist clients from all walks of life and industries, providing customized solutions to fit their specific financial needs.
Fees & Compensation
LONGENECKER FINANCIAL SERVICES operates on a fee-based model, which means they charge a percentage of the assets under management as their fee. This ensures that their interests are aligned with their clients’, as their income is directly tied to the performance of their clients’ investments.
Background
LONGENECKER FINANCIAL SERVICES was founded in 2001 by John Longenecker, a seasoned financial advisor with over 30 years of experience in the industry. Their team consists of highly qualified and experienced advisors who are committed to providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know
As a financial expert, it is important for clients to understand the potential risks and benefits involved in investing. LONGENECKER FINANCIAL SERVICES ensures complete transparency by providing clients with all the necessary disclosures and information, including fees, potential conflicts of interest, and risks associated with investments. This ensures that clients are well-informed and can make informed decisions about their finances.