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Facts and Insights
As one of the leading financial advisory firms in the country, MILLER, GESKO & COMPANY INC. has been helping their clients achieve financial success for over 20 years. With a team of experienced and knowledgeable advisors, the firm provides expert financial guidance and services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
– Offers personalized financial solutions for individuals, families, and businesses
– Provides comprehensive financial planning and investment management services
– Focuses on building long-term relationships with clients
– Utilizes the latest financial tools and technology to optimize client portfolios
– Provides ongoing education and guidance to help clients make informed financial decisions
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
MILLER, GESKO & COMPANY INC. offers a wide range of financial services to their clients, including:
– Retirement planning
– Investment management
– Tax planning and preparation
– Estate planning
– Insurance planning
The firm takes a holistic approach to financial planning, taking into account all aspects of a client’s financial life to create a personalized and comprehensive plan.
Client Types
MILLER, GESKO & COMPANY INC. serves a diverse range of clients, including:
– High net worth individuals and families
– Business owners and executives
– Retirees
– Non-profit organizations
No matter the client type, the firm is dedicated to providing personalized and tailored financial solutions to help them achieve their financial goals.
Fees & Compensation
MILLER, GESKO & COMPANY INC. operates on a fee-based model, which means that their advisors are compensated through a percentage of the assets they manage. This ensures that their interests are aligned with those of their clients and encourages a long-term approach to financial planning.
Background
MILLER, GESKO & COMPANY INC. was founded in 2000 by financial experts John Miller and Amanda Gesko. With a combined experience of over 50 years in the financial industry, Miller and Gesko saw a need for a personalized and client-focused approach to financial planning. Today, the firm has grown to include a team of 10 experienced advisors and manages over $500 million in assets.
Financial Advisor Disclosures to Know
As a reputable and transparent firm, MILLER, GESKO & COMPANY INC. believes in being upfront and honest with their clients. They have a clean record with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), with no disciplinary actions or regulatory events being reported.
In conclusion, MILLER, GESKO & COMPANY INC. is a highly experienced and reputable financial advisory firm that is dedicated to helping individuals, families, and businesses achieve financial success. Through their personalized approach and comprehensive services, they have established themselves as a trusted partner for their clients’ financial needs.