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About NIELSEN FINANCIAL MANAGEMENT, INC.
Nielsen Financial Management, Inc. is a reputable and trusted financial management firm that has been offering expert guidance and assistance to clients for over 20 years. With a team of experienced financial advisors, the firm has gained a reputation for providing top-notch financial services that help clients navigate their way to financial success.
The firm operates with a client-first approach and strives to understand and cater to the unique financial goals and needs of every individual or business. Their expertise in financial planning, investment management, and wealth management has helped numerous clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Some of the key ways in which Nielsen Financial Management, Inc. helps clients include:
- Offering expert financial advice and guidance
- Creating personalized financial plans tailored to the client’s goals and needs
- Managing investments and assets to maximize returns
- Providing regular updates and communication to keep clients informed about their finances
- Offering a wide range of financial services to cater to various needs and goals
Facts and Insights:
Below are some publicly available numbers and insights about Nielsen Financial Management, Inc.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered:
Nielsen Financial Management, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Education funding
- Business planning
Client Types:
The firm caters to a diverse range of clients, including individuals, families, and businesses. They have the expertise to handle the financial needs of clients at different stages of life and wealth.
Fees & Compensation:
Nielsen Financial Management, Inc. operates under a fee-only model, which means they do not earn any commissions from financial products and instead charge a fee based on a percentage of the total assets under management. This ensures that their interests are aligned with those of their clients, and they always act in their clients’ best interests.
Background:
Nielsen Financial Management, Inc. was founded in 1999 by John Nielsen, a financial expert with over 30 years of experience in the industry. The firm is based in New York and has a team of experienced financial advisors who are dedicated to providing top-quality services to their clients.
Financial Advisor Disclosures to Know:
Nielsen Financial Management, Inc. follows strict compliance regulations and adheres to industry standards to ensure transparency and trust in their services. They provide all necessary disclosures and remain open and transparent with their clients regarding their services, fees, and potential conflicts of interest.