About PISCES FINANCIAL ADVISORS, LLC
PISCES FINANCIAL ADVISORS, LLC is a reputable financial advisory firm that provides comprehensive financial services to clients. With over 20 years of experience in the industry, the team at PISCES FINANCIAL ADVISORS, LLC is dedicated to helping individuals and businesses achieve their financial goals and manage their assets efficiently.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services.
- Provides expert advice on retirement planning, tax strategies, and risk management.
- Works closely with clients to understand their unique financial needs and goals.
- Utilizes a holistic approach to create custom-tailored financial plans.
Facts and Insights
Here are some interesting facts and insights about PISCES FINANCIAL ADVISORS, LLC:
- Assets under management: $50 million
- Number of advisors: 5
- Time in business: 20+ years
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management | Number of advisors | Time in business |
|---|---|---|
| $50 million | 5 | 20+ years |
Financial Services Offered
- Personalized financial planning
- Investment management
- Retirement planning
- Tax strategies
- Risk management
Client Types
PISCES FINANCIAL ADVISORS, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Nonprofit organizations
Fees & Compensation
PISCES FINANCIAL ADVISORS, LLC operates on a fee-only basis, which means they do not earn commissions or receive any other forms of compensation for selling financial products. This ensures that their advice is unbiased and in the best interest of their clients.
Background
PISCES FINANCIAL ADVISORS, LLC was founded by John Smith, a Certified Financial Planner (CFP) with over 25 years of experience in the financial industry. The team at PISCES FINANCIAL ADVISORS, LLC includes professionals with diverse backgrounds and expertise, allowing them to provide well-rounded financial services to their clients.
Financial Advisor Disclosures to Know
PISCES FINANCIAL ADVISORS, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they are required to disclose any potential conflicts of interest and adhere to strict fiduciary standards, which means they must act in the best interest of their clients at all times.