How does the advisor help clients – Key Takeaways:
Michael J. Porro & Co. Financial Advisors, LLC is committed to providing expert financial guidance and support to its clients. With years of experience and a deep understanding of the financial industry, the advisors at Michael J. Porro & Co. help clients achieve their financial goals and secure their financial future.
Facts and Insights
Michael J. Porro & Co. is an established financial advisory firm with a history of success. Led by founder and CEO Michael J. Porro, the firm has a team of experienced and knowledgeable advisors who work tirelessly to provide top-notch financial services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $100 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
Michael J. Porro & Co. offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment planning, retirement planning, tax planning, risk management, estate planning, and more.
Client Types
Michael J. Porro & Co. serves a variety of clients, including individuals, families, business owners, and professionals. The firm is equipped to handle the unique financial needs and goals of each client, providing tailored solutions to help them achieve financial success.
Fees & Compensation
At Michael J. Porro & Co., the advisors strive to maintain transparency and fairness when it comes to fees and compensation. The firm operates on a fee-only basis, which means that advisors are compensated solely by their clients and do not receive any commission or incentives for recommending particular financial products or services.
Background
Michael J. Porro & Co. Financial Advisors, LLC was founded by Michael J. Porro in 2006. Porro has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). He and his team of advisors bring a wealth of knowledge and expertise to the table, ensuring that clients receive top-notch financial advice and services.
Financial Advisor Disclosures to Know
As a trusted financial advisor, Michael J. Porro & Co. believes in full disclosure and transparency when it comes to potential conflicts of interest. The firm has no disclosures or disciplinary actions listed on its record, ensuring that clients can trust in the integrity and professionalism of their advisors.
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