How does the advisor help clients – Key Takeaways:
NOVICK & COMPANY FINANCIAL GROUP, LLC is a financial group that provides expert financial advice to its clients. The company prides itself on its professional expertise and knowledgeable team of advisors who are dedicated to helping clients achieve their financial goals. Here are some key takeaways about how NOVICK & COMPANY FINANCIAL GROUP, LLC helps its clients:
- Provides expert financial advice
- Has a knowledgeable team of advisors
- Dedicated to helping clients achieve their financial goals
Facts and Insights
NOVICK & COMPANY FINANCIAL GROUP, LLC has been in business for over 10 years and has a team of 20 advisors who collectively manage over $500 million in assets. The company has a strong track record of delivering successful financial outcomes for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10 years |
Financial Services Offered
NOVICK & COMPANY FINANCIAL GROUP, LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
NOVICK & COMPANY FINANCIAL GROUP, LLC works with a diverse range of clients, including:
- Individuals
- Families
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
NOVICK & COMPANY FINANCIAL GROUP, LLC charges a fee based on a percentage of assets under management. This ensures that the company’s interests are aligned with its clients’ interests, as their fees are directly tied to the performance of their clients’ investments.
Background
NOVICK & COMPANY FINANCIAL GROUP, LLC was founded by John Novick, a seasoned financial advisor with over 20 years of experience in the industry. He and his team are highly experienced and knowledgeable in all areas of financial planning and investment management.
Financial Advisor Disclosures to Know
NOVICK & COMPANY FINANCIAL GROUP, LLC takes transparency seriously and always strives to be upfront and honest with its clients. As with any financial advisor, there are a few key disclosures to know:
- The company may receive commissions from the sale of insurance products
- The company may have conflicts of interest when recommending certain investment products
- The company’s advisors may also be registered representatives of another broker-dealer