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How does the advisor help clients – Key Takeaways:
McCurdy, Gillion & Associates, LLC (MGA) is a financial advisory firm that specializes in providing financial planning services to individuals and families. Their team of experienced advisors act as financial experts to help clients meet their financial goals.
The firm has a professional and client-centric approach, always focusing on the best interests of their clients. They aim to develop a long-term relationship with their clients by understanding their needs and providing customized solutions.
Facts and Insights:
MGA was founded in 2001 and has been in business for over 20 years. They have a team of 8 advisors who collectively manage assets worth $500 million.
The firm primarily focuses on providing financial planning services, including retirement planning, investment management, tax planning, and estate planning. They also offer insurance and risk management services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 20 years |
Financial Services Offered:
- Financial planning
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance and risk management
Client Types:
MGA primarily works with individuals and families, helping them plan and manage their finances. The firm also serves small business owners and provides financial planning services for their company’s retirement plans.
Fees & Compensation:
MGA’s fee structure is based on a percentage of assets under management. They do not charge commissions or receive any compensation from third-party providers for recommending specific investments to their clients.
Background:
The firm’s founder, John McCurdy, has over 30 years of experience in the financial industry. He holds several professional certifications, including Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC).
The team at MGA is highly qualified and continuously undergoes training to stay updated with the latest industry trends and regulations. They are also committed to providing exceptional service to their clients.
Financial Advisor Disclosures to Know:
MGA acts as a fiduciary for their clients, meaning they are legally bound to act in their clients’ best interests. This ensures that the firm’s recommendations are unbiased and solely based on their clients’ needs.
The firm has a clean record with regulatory bodies and has no disclosures or disciplinary actions on their record. They prioritize transparency and confidentiality in all their client relationships.