How does MITTLER & MERCALDO INVESTMENT ADVISORS Help Clients – Key Takeaways:
MITTLER & MERCALDO INVESTMENT ADVISORS is committed to helping clients achieve their financial goals through expert guidance and personalized strategies. With years of experience and a client-focused approach, their team of financial advisors works closely with individuals, families, and businesses to create customized plans for building and preserving wealth.
- MITTLER & MERCALDO INVESTMENT ADVISORS offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- Their team of advisors is dedicated to staying up-to-date on the latest trends and industry insights, ensuring that clients receive the most informed and effective guidance.
- MITTLER & MERCALDO INVESTMENT ADVISORS believes in open and transparent communication with clients, providing them with all the necessary information and resources to make informed decisions about their financial future.
Facts and Insights
MITTLER & MERCALDO INVESTMENT ADVISORS was founded in 2005 by financial experts John Mittler and Sarah Mercaldo. Since then, the firm has grown to become a leading investment advisory firm in the industry, serving a diverse client base across the country.
Their team of experienced advisors is dedicated to providing personalized and comprehensive financial planning services, helping clients navigate the complex world of investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 15 years |
Financial Services Offered
MITTLER & MERCALDO INVESTMENT ADVISORS offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Wealth preservation strategies
Client Types
MITTLER & MERCALDO INVESTMENT ADVISORS serves a diverse range of clients, including individuals, families, and businesses. Their team of advisors has the expertise to create personalized strategies for clients of all ages and financial situations.
Fees & Compensation
MITTLER & MERCALDO INVESTMENT ADVISORS charges a fee based on a percentage of assets under management, with rates varying depending on the size and complexity of the client’s portfolio. This fee structure ensures that the firm’s interests are aligned with their clients’ and encourages a long-term, collaborative relationship.
Background
The founders of MITTLER & MERCALDO INVESTMENT ADVISORS, John Mittler and Sarah Mercaldo, are both Certified Financial Planners with over 20 years of experience in the financial industry. They are dedicated to providing their clients with the highest level of service and expertise, and their commitment has earned them a strong reputation in the industry.
Financial Advisor Disclosures to Know
MITTLER & MERCALDO INVESTMENT ADVISORS is a Registered Investment Advisor (RIA), meaning they are held to fiduciary standards and are required to act in the best interest of their clients at all times. They do not receive commissions or incentives for recommending specific investments, and any potential conflicts of interest are disclosed and properly managed.