About NOVAK & POWELL FINANCIAL SERVICES, INC.
NOVAK & POWELL FINANCIAL SERVICES, INC. is a well-established financial advisory firm that has been in business for over 20 years. The firm provides a wide range of financial services to help clients achieve their financial goals. The team at NOVAK & POWELL FINANCIAL SERVICES, INC. has a wealth of knowledge and experience in the financial industry and is committed to providing expert advice to their clients.
How Does the Advisor Help Clients – Key Takeaways:
- Offers a wide range of financial services to help clients achieve their financial goals.
- Has a team of experts with extensive knowledge and experience in the financial industry.
- Provides personalized and tailored financial advice to each client based on their individual needs and goals.
- Strives to build long-term relationships with clients to help them navigate their financial journey.
Facts and Insights:
Here are some key facts and insights about NOVAK & POWELL FINANCIAL SERVICES, INC.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 20+ years |
Financial Services Offered:
NOVAK & POWELL FINANCIAL SERVICES, INC. offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. Some of the services they offer include:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Planning
- Tax Planning
Client Types:
NOVAK & POWELL FINANCIAL SERVICES, INC. works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Corporate executives
Fees & Compensation:
NOVAK & POWELL FINANCIAL SERVICES, INC. is a fee-only firm, which means that they do not earn commissions on any products or services they recommend to their clients. Instead, they charge a fee based on a percentage of the assets under management. This fee structure ensures that the advisors at NOVAK & POWELL FINANCIAL SERVICES, INC. are always acting in the best interest of their clients.
Background:
The team at NOVAK & POWELL FINANCIAL SERVICES, INC. has a combined experience of over 50 years in the financial industry. Their expertise and knowledge have helped countless clients achieve their financial goals and build a secure financial future. The firm is committed to providing the highest level of service and prides itself on building long-term relationships with their clients.
Financial Advisor Disclosures to Know:
Clients should be aware of any potential conflicts of interest when working with a financial advisor. Here are some important disclosures to know about NOVAK & POWELL FINANCIAL SERVICES, INC.:
- The firm is a registered investment advisor and is therefore legally bound to act in the best interest of their clients.
- The firm’s advisors do not receive any commissions or compensation from third-party products or services.
- NOVAK & POWELL FINANCIAL SERVICES, INC. has no regulatory actions, disclosures, or disciplinary history to report.