How does the advisor help clients – Key Takeaways:
NESTLERODE & LOY, INC. is a leading financial advisory firm that has been serving clients for over 40 years. Their team of experienced professionals offers a wide range of financial services to help clients achieve their financial goals and secure their financial future.
With client satisfaction and financial success as their top priorities, NESTLERODE & LOY, INC. is dedicated to providing personalized and comprehensive financial services to their clients. They take the time to understand their clients’ unique needs and goals and create customized strategies to help them achieve financial success.
Facts and Insights:
Founded in 1980, NESTLERODE & LOY, INC. has a long history of providing top-notch financial services. They have helped thousands of individuals, families, and businesses achieve their financial goals and build long-term wealth.
As of 2021, NESTLERODE & LOY, INC. has $1.5 billion in assets under management. They have a team of 15 experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. NESTLERODE & LOY, INC. has been recognized as one of the top financial advisory firms in the country by various industry organizations.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in billions) |
|---|---|---|
| 1980 | 15 | $1.5 |
Financial Services Offered:
NESTLERODE & LOY, INC. offers a wide range of financial services to help clients with their financial needs. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Business succession planning
Client Types:
NESTLERODE & LOY, INC. serves a diverse range of clients, including:
- Individuals and families
- Closely-held businesses
- Corporate executives
- Retirees
- High-net-worth individuals
- Non-profit organizations
Fees & Compensation:
NESTLERODE & LOY, INC. charges clients a fee based on a percentage of their assets under management. This fee structure ensures that their interests are aligned with their clients’ and that they are always working towards maximizing their clients’ investments.
NESTLERODE & LOY, INC. has a fiduciary duty to their clients, meaning they are legally obligated to act in their clients’ best interests. This ensures that clients can trust that their advisors are always working in their best interests and providing unbiased financial advice.
Background:
The founders of NESTLERODE & LOY, INC., Jim Nestlerode and Tom Loy, had a vision to create a financial advisory firm that puts client needs and satisfaction above everything else. Today, their legacy lives on as the firm continues to help clients achieve their financial goals and dreams.
NESTLERODE & LOY, INC. is headquartered in State College, Pennsylvania, and has office locations in Harrisburg and Williamsport. They continue to expand their reach and serve clients throughout Pennsylvania and beyond.
Financial Advisor Disclosures to Know:
As a registered investment advisor, NESTLERODE & LOY, INC. is required to disclose any potential conflicts of interest to their clients. These disclosures include information about their fees, compensation, and any relationships or affiliations they have with financial companies.
Additionally, NESTLERODE & LOY, INC. is required to provide clients with a Form ADV Part 2A, which includes information on their services, fees, and business practices. This document is available upon request and is also publicly available on the Securities and Exchange Commission’s website.