tag.
How does the advisor help clients – Key Takeaways:
NASCA AND ASSOCIATES, INC. is a established financial advisory firm that brings a wealth of experience and expertise to their clients. They offer a wide range of financial services and cater to various types of clients. Here are some key takeaways about how the advisor helps their clients:
- Provides personalized and holistic financial planning services
- Offers tailored investment strategies to help clients achieve their financial goals
- Assists with tax planning and preparation
- Creates retirement plans and helps clients navigate their social security benefits
- Provides guidance on insurance and risk management
Overall, NASCA AND ASSOCIATES, INC. strives to help their clients achieve financial stability and success.
Facts and Insights
Founded in 1995, NASCA AND ASSOCIATES, INC. has been in business for over 25 years. This longevity speaks to their solid reputation and experience in the financial industry. The firm currently has over $500 million in assets under management and is made up of a team of highly qualified advisors.
The advisor also has a strong online presence, providing useful insights and resources for their clients through their website and social media platforms.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1995 | 10 | $500 million |
Financial Services Offered
NASCA AND ASSOCIATES, INC. offers a diverse range of financial services to their clients, including:
- Financial planning and investment management
- Retirement planning and social security guidance
- Tax planning and preparation
- Insurance and risk management
Client Types
The advisor serves a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Young professionals
Fees & Compensation
NASCA AND ASSOCIATES, INC. operates on a fee-only basis, meaning they are compensated solely by their clients and do not earn commissions from financial products. This ensures that their recommendations are always in the best interest of their clients.
The advisor’s fees are based on a percentage of the assets under management or a flat fee for financial planning services.
Background
The founder of NASCA AND ASSOCIATES, INC. has over 30 years of experience in the financial industry. The team consists of highly qualified and experienced advisors, many of whom have advanced degrees and certifications in financial planning.
The firm takes a collaborative approach, working closely with their clients to understand their unique financial needs and goals. They also prioritize transparency and communication, providing regular updates and reviews to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, NASCA AND ASSOCIATES, INC. adheres to strict regulatory guidelines and is required to disclose any potential conflicts of interest. It is important for clients to have a clear understanding of their relationship with their advisor and any fees or compensation they may receive.
The advisor’s Form ADV, available on the Securities and Exchange Commission website, provides detailed information about their services, fees, and any previous disciplinary actions.