Meet Meyer Handelman Company LLC – Your Financial Expert
Meyer Handelman Company LLC is a renowned financial advisory firm that strives to provide top-notch financial planning, management, and consulting services to its diverse client base. With years of experience and a team of highly skilled financial experts, the firm has successfully helped countless individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
The team at Meyer Handelman Company LLC understands that every client has unique financial needs and goals. As such, they offer personalized financial solutions tailored to each client’s specific situation. Their services range from investment management, retirement planning, tax planning, estate planning, to business consulting and more.
Facts and Insights
As of 2020, Meyer Handelman Company LLC has over $1.5 billion in assets under management, a team of 12 experienced advisors, and has been in business for over 25 years. This is a testament to their consistent delivery of high-quality financial services and their ability to adapt to the ever-changing financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2020 | $1.5 billion | 12 | 25+ years |
Financial Services Offered
Meyer Handelman Company LLC is a full-service financial advisory firm that offers a wide range of services to cater to their clients’ diverse needs. Their main services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Business Consulting
Client Types
The expert team at Meyer Handelman Company LLC serves various clients, including high-net-worth individuals, families, business owners, and institutions. They have the necessary experience and expertise to serve each client type effectively and help them achieve their financial objectives.
Fees & Compensation
Meyer Handelman Company LLC primarily works on a fee-only basis, which means they do not earn commissions or incentives from the financial products they recommend to their clients. This ensures that their clients receive unbiased and transparent advice, with their interests always at the forefront.
Background
Meyer Handelman Company LLC was founded in 1995 by John Meyer and Harold Handelman, two financial experts with a vision to help individuals and businesses achieve long-term financial success. Their years of experience in the financial industry and their commitment to delivering the best possible service have made the firm a trusted and reliable choice for many.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, Meyer Handelman Company LLC takes compliance and transparency seriously. They have no legal or regulatory disclosures that may affect their ability to provide financial advice to their clients, and they are committed to maintaining the highest ethical standards in all their practices.
In conclusion, Meyer Handelman Company LLC is an experienced, trusted, and reliable financial advisor committed to helping its clients achieve their financial goals. Their team of experts, range of services, and dedication to transparency and integrity make them the go-to choice for many seeking financial guidance and support.