How does the advisor help clients – Key Takeaways:
LONGEST & YOUNG, LLC is dedicated to providing top-notch financial expertise to their clients. They work closely with each individual to develop a personalized financial plan that aligns with their unique goals and objectives. By staying up-to-date with the latest financial trends and strategies, LONGEST & YOUNG, LLC is able to continuously provide the best advice and solutions for their clients.
Facts and Insights
LONGEST & YOUNG, LLC has been in the financial industry for over 20 years, with a team of highly knowledgeable and experienced advisors. Their primary goal is to build strong and long-lasting relationships with their clients, and they do so by prioritizing trust, transparency, and open communication.
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
- Tax planning and preparation
- Estate planning
- Insurance solutions
Client Types
LONGEST & YOUNG, LLC is dedicated to serving a wide range of clients, including but not limited to:
- High-net-worth individuals
- Small business owners
- Corporate executives
- Families
- Retirees
Fees & Compensation
LONGEST & YOUNG, LLC believes in complete transparency when it comes to fees and compensation. They work on a fee-only basis, meaning they do not receive any commissions or compensation from third parties for their services. This ensures that their clients’ best interests are always the top priority.
Background
The team at LONGEST & YOUNG, LLC is made up of highly qualified and experienced financial advisors, with backgrounds in finance, accounting, and law. They are dedicated to continuously expanding their knowledge and staying up-to-date with industry trends in order to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As with all financial advisors, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. LONGEST & YOUNG, LLC is committed to full transparency and regularly discloses any relevant information to their clients. They also hold themselves to the fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests.