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How does the advisor help clients – Key Takeaways:
MAHONEY FIORENTINO & CO P.C. is a leading financial firm that provides expert advice and guidance to a wide range of clients. Through their professional and experienced team of advisors, they offer a comprehensive range of financial services to help individuals and businesses achieve their financial goals.
Facts and Insights
Founded in 1982, MAHONEY FIORENTINO & CO P.C. has over 30 years of experience in the financial industry. Their team is composed of highly qualified financial advisors who have a deep understanding of various market trends and can guide clients towards making informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $15 billion | 100+ | Over 30 years |
Financial Services Offered
MAHONEY FIORENTINO & CO P.C. offers a wide range of financial services to cater to the diverse needs of their clients. Some of these services include investment management, retirement planning, tax planning, risk management, and estate planning.
Client Types
The firm works with a diverse group of clients, including individual investors, corporations, and non-profit organizations. Regardless of the client type, MAHONEY FIORENTINO & CO P.C. is committed to providing personalized and tailored financial solutions to meet their unique needs and objectives.
Fees & Compensation
MAHONEY FIORENTINO & CO P.C. charges a fee based on a percentage of assets under management. This means that their interests are aligned with their clients’ as they only make money when their clients make money. They do not charge any commission or receive payments from third-parties, ensuring their advice is always unbiased.
Background
MAHONEY FIORENTINO & CO P.C. was founded by John Mahoney and Robert Fiorentino, both Certified Financial Planners, with the aim of providing individuals and businesses with top-quality financial advice and services. The firm has since grown to become a trusted name in the industry and has received numerous accolades for their excellence in financial planning and customer service.
Financial Advisor Disclosures to Know
As per regulatory requirements, MAHONEY FIORENTINO & CO P.C. discloses all relevant information regarding their advisors, including any past disciplinary actions or conflicts of interest. This ensures complete transparency and trust between the firm and their clients.