About PIERCE FINANCIAL LLC
PIERCE FINANCIAL LLC is a leading financial advisory firm that provides expert guidance and support to individuals and businesses seeking to secure their financial future. With decades of experience and a deep understanding of the markets, PIERCE FINANCIAL LLC has established itself as a trusted partner for clients looking for personalized, comprehensive financial solutions.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and support
- Personalized and comprehensive solutions
- Deep understanding of the markets
- Decades of experience
- Trusted partner for individuals and businesses
Facts and Insights
PIERCE FINANCIAL LLC has been in business for 25 years and currently manages over $2 billion in assets. The firm has a team of 10 highly skilled and experienced financial advisors who are dedicated to helping clients achieve their financial goals. PIERCE FINANCIAL LLC has a strong track record of delivering successful outcomes for its clients and has gained a reputation for its reliable and trustworthy services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2 billion |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 25 years |
Financial Services Offered
PIERCE FINANCIAL LLC offers a wide range of financial services to support the diverse needs of its clients. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
Client Types
PIERCE FINANCIAL LLC caters to a diverse client base, including:
- Individuals
- High-net-worth individuals
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
PIERCE FINANCIAL LLC operates on a fee-only basis, which means that the firm charges a percentage of assets under management as its compensation. This ensures that the firm’s interests are aligned with those of its clients and eliminates any potential conflicts of interest.
Background
The founder and CEO of PIERCE FINANCIAL LLC, John Pierce, has over 30 years of experience in the financial industry. He is a certified financial planner and a recognized expert in the field. The firm’s team of advisors also has extensive backgrounds in financial planning and management, and are committed to providing clients with the highest level of expertise and service.
Financial Advisor Disclosures to Know
As a registered investment advisor, PIERCE FINANCIAL LLC is held to a fiduciary standard, which means it is legally required to act in the best interests of its clients at all times. This ensures that clients can trust the advice and recommendations provided by the firm. Additionally, PIERCE FINANCIAL LLC has a clean record with no past disciplinary actions or legal violations.