How does the advisor help clients – Key Takeaways:
Marian Financial Services Inc. is a trusted and experienced financial services firm that is dedicated to helping clients achieve their financial goals. Through their personalized approach and expert financial advice, they guide clients through the complexities of the financial world and help them make informed decisions for their financial future.
Facts and Insights
Marian Financial Services Inc. is a privately owned company that was founded in 2005. The firm is registered with the Securities and Exchange Commission (SEC) and has been in business for over 15 years. With a team of highly qualified and experienced financial advisors, they have established themselves as a reputable and reliable source for financial advice.
The firm has a strong focus on building long-term relationships with their clients, taking the time to understand their unique financial needs and goals. This personalized approach allows the advisors at Marian Financial Services Inc. to provide tailored solutions and strategies for each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
Marian Financial Services Inc. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Risk management and insurance
- Tax planning strategies
- Education planning
- Corporate benefit plans
- And more
Client Types
The advisors at Marian Financial Services Inc. work with a wide range of clients, including high-net-worth individuals, families, and small business owners. Their services are tailored to fit the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
Marian Financial Services Inc. operates under a fee-based compensation structure, meaning that their advisors earn a percentage of the assets under management as their compensation. This aligns the advisor’s interests with the clients’ interests, as the firm only benefits when the clients’ investments perform well.
Background
The founder and CEO of Marian Financial Services Inc., Jane Marian, has over 25 years of experience in the financial industry. She holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), and is dedicated to providing her clients with expert financial advice.
Financial Advisor Disclosures to Know
Marian Financial Services Inc. is a fee-based firm, which means that they earn their compensation from the assets under management. They have a fiduciary duty to act in the best interests of their clients and disclose any conflicts of interest they may have. Additionally, the firm has no legal or disciplinary actions against them, and they have a clean regulatory record.
In conclusion, Marian Financial Services Inc. is a reputable and trustworthy financial services firm that puts their clients’ needs first. With a team of experienced advisors, a personalized approach, and a wide range of services, they are dedicated to helping their clients achieve their financial goals.