How does the advisor help clients – Key Takeaways:
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. is a well-respected financial firm that specializes in providing expert guidance and advice to their clients. Led by a team of experienced financial advisors, their main goal is to help individuals and businesses reach their financial goals and achieve long-term success.
Whether you are planning for retirement, looking to invest for your future, or need assistance with managing your wealth, MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. has the expertise and resources to assist you every step of the way.
Facts and Insights:
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. has been in business for over 20 years and has established a strong reputation for providing top-notch financial services to their clients.
The company currently manages over $500 million in assets for their diverse client base, which includes individuals, families, and small businesses.
The team at MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. is made up of 15 experienced financial advisors, each with their own unique areas of expertise and qualifications.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 20+ years |
Financial Services Offered:
- Retirement planning
- Investment management
- Wealth management
- Tax planning
- Estate planning
- Education planning
Client Types:
- Individuals and families
- Small businesses
- High-net-worth individuals
- Retirees
- Corporate executives
Fees & Compensation:
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. operates on a fee-based structure, meaning their clients pay a percentage of their assets under management as a fee for their services. This structure aligns their interests with their clients’ interests, as the better the clients’ portfolios perform, the more the company earns in fees.
The company also offers a variety of financial planning packages and services, which are typically billed on an hourly or project basis.
Background:
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. was founded in 1999 by John McIntyre, Thomas Freedman, and Jane Flynn. All three founders had extensive experience in the financial industry and shared the same vision of providing personalized and comprehensive financial services to their clients.
Today, the company remains committed to their mission of helping their clients achieve financial success and peace of mind.
Financial Advisor Disclosures to Know:
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, they have a fiduciary duty to act in their clients’ best interests at all times.
The company also has a clean record with no reported disciplinary actions or regulatory sanctions.