…
Welcome to NAJARIAN FINANCIAL LLC
NAJARIAN FINANCIAL LLC is a highly reputable financial firm that offers expert advice and guidance to clients in managing their wealth. Led by a team of experienced professionals, the firm provides comprehensive financial services to individuals, families, and businesses. While their experts are financial advisors, they never explicitly state it, allowing their expertise and results to speak for themselves.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance for managing wealth, investments, and financial planning.
- Comprehensive financial services for individuals, families, and businesses.
- A team of experienced professionals who are dedicated to helping clients achieve their financial goals.
- Transparent and ethical practices.
Facts and Insights
Incorporated in 2005, NAJARIAN FINANCIAL LLC has established itself as a trusted and reliable financial advisor. With years of experience and a strong track record of success, the firm has gained a vast wealth of knowledge and insights into the financial industry. They use this expertise to help their clients make informed decisions and navigate the complexities of the financial world.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 15 years |
Financial Services Offered
NAJARIAN FINANCIAL LLC provides a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Education planning
- Tax planning
Client Types
The firm serves a diverse client base that includes:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profits
Fees & Compensation
NAJARIAN FINANCIAL LLC believes in transparent and ethical practices when it comes to fees and compensation. The firm operates on a fee-only basis, meaning their only form of compensation comes from the fees paid by their clients. This ensures that their advice is unbiased and in the best interest of their clients.
Background
The founder and owner of NAJARIAN FINANCIAL LLC, John Najarian, has over 20 years of experience in the financial industry. He is a Certified Financial Planner, a Chartered Financial Consultant, and a Chartered Life Underwriter. He leads a team of experienced advisors who are dedicated to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
NAJARIAN FINANCIAL LLC has a clean record with no disciplinary or legal actions against the firm or its advisors. They strive to maintain the highest ethical standards and comply with all regulations set forth by the financial industry. Clients can trust that their assets are in good hands with NAJARIAN FINANCIAL LLC.