How does the advisor help clients – Key Takeaways:
Norton Financial Consultants is a trusted financial firm that provides expert guidance and support to their clients. They specialize in a variety of financial services and are dedicated to helping individuals and businesses achieve their financial goals. Through personalized and comprehensive strategies, Norton Financial Consultants is committed to helping their clients navigate the complexities of the financial world.
Facts and Insights
Here are some key facts and insights about Norton Financial Consultants:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
Norton Financial Consultants offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business planning
Client Types
Norton Financial Consultants works with a diverse group of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
Norton Financial Consultants is a fee-only firm, meaning they do not earn any commissions from selling products or services to their clients. Instead, they charge a transparent and fair fee for their services, based on a percentage of the assets under management.
Background
Norton Financial Consultants was founded by John Norton, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. John and his team have a deep understanding of the markets and strive to provide their clients with the most effective and innovative financial solutions.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to be aware of any potential conflicts of interest or disclosures. Here are a few important disclosures to know about Norton Financial Consultants:
- Norton Financial Consultants has no legal or disciplinary actions on their record with any regulatory authorities.
- The firm may receive compensation from certain third-party services or companies recommended to clients.
- Some advisors at Norton Financial Consultants may have licenses for selling specific products or services outside of their role at the firm.
Overall, Norton Financial Consultants is dedicated to providing their clients with expert financial advice and support. With their years of experience, diverse range of services, and commitment to transparency, this firm is a top choice for individuals and businesses seeking financial guidance and planning.