NEARY, FRANCIS M CPA: Providing Expert Financial Advice to Clients
NEARY, FRANCIS M CPA is a trusted financial advisor with a proven track record of helping clients achieve their financial goals. By utilizing their expertise in financial planning, investing, and tax preparation, NEARY, FRANCIS M CPA is able to provide sound financial advice that is tailored to the unique needs of each individual client.
How does the advisor help clients – Key Takeaways:
- NEARY, FRANCIS M CPA is a certified public accountant with extensive knowledge and experience in financial matters.
- They work closely with clients to understand their financial goals and develop a personalized financial plan to help them achieve those goals.
- NEARY, FRANCIS M CPA provides guidance and support throughout the process, making sure clients stay on track and adjust their financial plan as needed.
Facts and Insights
NEARY, FRANCIS M CPA has a wealth of knowledge in the financial industry and utilizes this knowledge to provide valuable insights to their clients. They stay up-to-date with the latest market trends, tax laws, and financial strategies to ensure their clients receive the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 2 | 20+ |
These numbers may vary and are subject to change.
Financial Services Offered
- Financial planning
- Investment management
- Tax preparation and planning
- Estate planning
- Retirement planning
- Insurance recommendations
Client Types
NEARY, FRANCIS M CPA serves a variety of clients, including individuals, families, and small businesses. They have experience working with clients from all income levels and can tailor their services to meet the specific needs of each client.
Fees & Compensation
NEARY, FRANCIS M CPA offers a fee-only structure, meaning they do not earn commissions or receive any compensation from third-party sources. This ensures their advice is always in the best interest of the client. Fees are charged on a percentage of assets under management or a flat fee, depending on the type of service.
Background
NEARY, FRANCIS M CPA has been in the financial industry for over 20 years. They hold the Certified Public Accountant (CPA) designation and have completed additional training and education in financial planning and investing. They are also a member of several professional organizations, including the American Institute of Certified Public Accountants (AICPA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. NEARY, FRANCIS M CPA has a clean record and no disclosures to report. They adhere to a strict code of ethics and always prioritize the best interests of their clients.