How does the advisor help clients – Key Takeaways:
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. is a premier financial advising firm that provides expert financial guidance to a wide range of clients. With a team of highly experienced and knowledgeable advisors, they offer comprehensive and personalized services that cater to the unique needs of their clients.
The firm focuses on building strong relationships with their clients, working closely with them to understand their financial goals and create a tailored plan to achieve them. They also prioritize education and transparency, ensuring that their clients have a thorough understanding of their financial options and strategies.
Some key takeaways of how MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. helps their clients are:
- Personalized financial guidance
- Thorough understanding of financial options
- Transparent communication
- Expertise and experience in the financial industry
- Comprehensive services
Facts and Insights
Founded in 1998, MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. has established a strong reputation in the financial industry for their expertise and client-centric approach. The firm is committed to staying up-to-date with the latest market trends and insights to provide the best possible advice to their clients.
Some interesting facts about the firm are:
- Strong focus on education and transparency
- Team of experienced and knowledgeable advisors
- Committed to staying current with market trends
- Wide range of financial services offered
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 23 years |
These numbers show the firm’s dedication and success in managing their clients’ assets, as well as their longevity in the industry.
Financial Services Offered
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. offers a wide range of financial services to help their clients achieve their financial goals. Some of the services they provide include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
The firm also offers specialized services for high-net-worth individuals, businesses, and institutions.
Client Types
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Institutions
Their personalized approach to financial advising allows them to cater to the unique needs of each client, regardless of their background or financial situation.
Fees & Compensation
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. believes in transparent and fair compensation for their services. They offer fee-based services, which means they charge a percentage of the assets they manage for their clients. This structure aligns their interests with those of their clients, as the more their clients’ assets grow, the more they earn.
The firm also adheres to a fiduciary standard, meaning they are legally and ethically required to act in their clients’ best interests.
Background
MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. was founded by John McIntyre, David Freedman, and Sarah Flynn in 1998. With a combined experience of over 60 years in the financial industry, their team of advisors brings a wealth of knowledge and expertise to the firm.
The firm has been recognized for its success and excellence, receiving numerous awards and recogn