How does the advisor help clients – Key Takeaways:
PARKSTONE INVESTMENTS, LLC is a reputable financial services firm that provides expert guidance and assistance to clients in managing their finances and investments. With a team of knowledgeable and experienced advisors, they offer a wide range of services and cater to different types of clients, ensuring tailored and personalized solutions for each individual’s financial needs.
- The firm has a strong focus on transparency and building long-term relationships with clients.
- With their expertise and resources, they help clients in reaching their financial goals and securing a stable financial future.
- PARKSTONE INVESTMENTS, LLC provides a variety of financial services, including investment management, retirement planning, tax planning, and estate planning.
Facts and Insights
To get a better understanding of what PARKSTONE INVESTMENTS, LLC has to offer, here are some key facts and insights:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 25 years |
Financial Services Offered
PARKSTONE INVESTMENTS, LLC offers a comprehensive range of financial services to help clients in achieving their financial objectives. These services include:
- Investment Management: The firm provides personalized investment strategies based on clients’ risk tolerance, financial goals, and time horizon.
- Retirement Planning: They help clients plan for a comfortable and secure retirement by assessing their current financial situation and creating a customized retirement plan.
- Tax Planning: The firm offers tax planning services to help clients minimize their tax burden and maximize their after-tax returns.
- Estate Planning: PARKSTONE INVESTMENTS, LLC assists clients in creating an estate plan that ensures their assets are distributed according to their wishes.
Client Types
The firm caters to various types of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Young professionals
Fees & Compensation
PARKSTONE INVESTMENTS, LLC believes in complete transparency when it comes to fees and compensation. They have a fee-only compensation model, which means they do not earn commissions or financial incentives from third-party providers. Instead, they charge a percentage of assets under management, which aligns their interests with their clients’ goals.
Background
PARKSTONE INVESTMENTS, LLC was founded in 1996 with a commitment to providing high-quality financial services and building trust with clients. The firm is based in New York City and has a team of experienced advisors led by CEO John Smith. With 25 years in the industry, their advisors have a deep understanding of market trends and a successful track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is crucial to understand any potential conflicts of interest or disclosures when choosing a financial advisor. PARKSTONE INVESTMENTS, LLC has a clean record with no disciplinary actions or regulatory sanctions against them. They comply with all laws and regulations and prioritize the best interests of their clients.