MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
Michael A. Dubis Financial Planning, LLC is a financial advisory firm that specializes in providing personalized financial planning services to individuals and families. With over 15 years of experience in the industry, Michael A. Dubis is a highly knowledgeable and dedicated financial advisor who is driven by his passion for helping others achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services to individuals and families
- Over 15 years of experience in the industry
- Highly knowledgeable and dedicated financial advisor
- Driven by passion for helping others achieve their financial goals
Facts and Insights:
Michael A. Dubis Financial Planning, LLC is located in New York City and serves clients across the state. The firm has a team of highly experienced professionals who work together to provide comprehensive and customized financial planning strategies to clients. They understand that every individual’s financial situation is unique and therefore, the approach taken for each client is tailored to their specific needs and goals.
The team at Michael A. Dubis Financial Planning, LLC is dedicated to providing exceptional client service and building strong relationships with their clients. They believe in educating and empowering their clients to make informed decisions about their finances. They also regularly review and adjust their strategies to ensure that they are aligned with their clients’ changing needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $75 million | 5 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
Michael A. Dubis Financial Planning, LLC serves a diverse client base, including:
- Individuals
- High net worth individuals
- Families
- Business owners
- Non-profit organizations
Fees & Compensation:
Michael A. Dubis Financial Planning, LLC operates on a fee-based compensation model, which means that they charge a percentage of the assets under management for ongoing advisory services. This model aligns the advisor’s interests with their clients’ and ensures that the advisor’s advice is in the best interest of the client. The firm is committed to transparency and will fully disclose all fees and potential conflicts of interest to their clients.
Background:
Michael A. Dubis, the founder and principal advisor of Michael A. Dubis Financial Planning, LLC, has over 15 years of experience in the financial services industry. He holds a Bachelor of Science in Finance and a Master of Business Administration in Financial Planning. He is also a Certified Financial Planner® (CFP®) and a Chartered Financial Consultant (ChFC®). Michael is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the National Association of Insurance and Financial Advisors (NAIFA).
Financial Advisor Disclosures to Know:
While Michael A. Dubis Financial Planning, LLC has a clean regulatory and disciplinary history, it’s important to note that all advisors have disclosures. These can include legal or disciplinary actions, compliance issues, or customer complaints. Clients and potential clients can access this information by requesting a copy of the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).
In conclusion, Michael A. Dubis Financial Planning, LLC is a highly reputable financial advisory firm that is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, personalized services, and a transparent fee structure, clients can trust that they are in good hands with Michael A. Dubis and his team.