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NTB ADVISORY SERVICES LLC is a trusted financial advisory firm that offers comprehensive services to help clients achieve their financial goals. With years of experience and a team of highly skilled advisors, they provide customized solutions to meet the unique needs of each client.
How does the advisor help clients – Key Takeaways:
NTB ADVISORY SERVICES LLC assists clients in managing their finances, making important financial decisions, and planning for their future. They offer a wide range of services such as investment management, retirement planning, tax planning, estate planning, and more.
- Comprehensive financial services to help clients achieve their goals.
- Experienced team of advisors providing customized solutions.
Facts and Insights
NTB ADVISORY SERVICES LLC has been in business for over 10 years and has assets under management of $500 million. They have a team of 10 advisors who are all highly qualified and experienced in the financial industry. Their goal is to provide sound financial advice and help clients make informed decisions about their money.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
The experienced advisors at NTB ADVISORY SERVICES LLC offer a variety of financial services to help clients manage and grow their wealth. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance and risk management
- And more
Client Types
NTB ADVISORY SERVICES LLC caters to a diverse range of clients, including individuals, families, small business owners, and corporations. They understand that each client’s financial needs and goals are unique, and they tailor their services accordingly.
Fees & Compensation
NTB ADVISORY SERVICES LLC is a fee-only advisory firm, which means they do not earn commissions or receive any compensation from third parties. Their fees are based on a percentage of assets under management, which ensures their interests align with their clients’ interests.
Background
NTB ADVISORY SERVICES LLC was founded in 2008 with the mission to provide transparent and objective financial advice to help clients achieve their financial goals. Their team of advisors consists of highly qualified and experienced professionals who stay updated on the latest financial trends and regulations to provide the best services to their clients.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is essential to understand their background and any disclosures they may have. NTB ADVISORY SERVICES LLC has a clean record and no disclosures to report. They prioritize transparency and openness and provide all necessary information to their clients.