How does PERRY D. REED & COMPANY, P.C. help clients – Key Takeaways:
PERRY D. REED & COMPANY, P.C. is a well-respected financial advisory firm that specializes in providing expert financial advice and guidance to its clients. With years of experience and a team of highly qualified advisors, PERRY D. REED & COMPANY, P.C. is committed to helping its clients achieve their financial goals and objectives.
Here are some key takeaways on how PERRY D. REED & COMPANY, P.C. can help its clients:
- Provides personalized financial planning services tailored to each client’s specific needs and goals.
- Offers a wide range of financial services including investment management, retirement planning, tax planning, and estate planning.
- Takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to develop a comprehensive plan.
- Uses a thorough and strategic process to help clients make informed decisions about their finances.
- Offers ongoing support and guidance to help clients stay on track and adjust their plans as needed.
Facts and Insights
PERRY D. REED & COMPANY, P.C. has been in business for over 30 years, providing quality financial services to its clients. With a strong track record of success and a deep understanding of the financial industry, the firm is well-equipped to help clients navigate the complexities of the financial world.
PERRY D. REED & COMPANY, P.C. is proud to have a team of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve financial freedom. The firm puts its clients’ needs first, always striving to provide the best possible service and advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 30+ years |
Financial Services Offered
PERRY D. REED & COMPANY, P.C. offers a comprehensive range of financial services to help clients achieve their financial goals and objectives. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- College planning
The firm’s team of advisors is well-versed in all of these areas and can provide expert guidance to help clients make the most of their finances.
Client Types
PERRY D. REED & COMPANY, P.C. serves a diverse range of clients, including individuals, families, and small businesses. The firm’s services are tailored to meet the specific needs and goals of each client, regardless of their financial situation.
PERRY D. REED & COMPANY, P.C. is committed to providing top-notch service to all of its clients, regardless of their background or financial status.
Fees & Compensation
PERRY D. REED & COMPANY, P.C. believes in transparency when it comes to fees and compensation. The firm charges a percentage of assets under management for its services, and any additional fees are fully disclosed to clients. This ensures that clients are aware of all costs associated with their financial plan and can make informed decisions.
PERRY D. REED & COMPANY, P.C. does not receive any commissions or fees from third parties, so clients can trust that the firm’s advice is unbiased and solely focused on their best interests.
Background
PERRY D. REED & COMPANY, P.C. was founded in 1989 by Perry D. Reed, a highly reputable financial advisor with years of experience in the industry. Since its inception, the firm has grown to become one of the most trusted names in the financial advisory space, thanks to its commitment to providing exceptional service and expert advice.
Financial Advisor Disclosures to Know
PERRY D. REED & COMPANY, P.C. prides itself on its transparency