How does the advisor help clients – Key Takeaways:
Meyers Financial Services is dedicated to providing clients with expert financial advice and services to help them achieve their goals.
- Personalized financial plans tailored to individual needs and circumstances
- Extensive knowledge and experience in various financial areas
- Commitment to client education and empowerment
Facts and Insights
Meyers Financial Services has been in the financial industry for over 15 years, providing top-notch services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 10 | 15+ years |
Financial Services Offered
Meyers Financial Services offers a wide range of financial services to help clients reach their financial goals.
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance solutions
Client Types
Meyers Financial Services works with a diverse group of clients, including individuals, families, and small businesses.
Fees & Compensation
Meyers Financial Services operates on a fee-only model, meaning their compensation comes solely from client fees. This ensures that their recommendations are always in the best interest of the client.
Background
The team at Meyers Financial Services is made up of highly experienced and knowledgeable financial advisors who are committed to providing exceptional service to their clients. They stay up-to-date on industry trends and changes to deliver the most relevant and effective advice.
Financial Advisor Disclosures to Know
Meyers Financial Services adheres to strict ethical standards to ensure transparency and trust with their clients. They are upfront about any potential conflicts of interest and always prioritize the best interests of their clients.