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How does PITTENGER & ANDERSON INC help clients – Key Takeaways:
PITTENGER & ANDERSON INC is a leading financial advisory firm that specializes in helping clients with their financial needs. With decades of experience and a team of highly qualified advisors, they are able to provide expert guidance and assistance to individuals and businesses alike. Here are the key takeaways of how PITTENGER & ANDERSON INC helps its clients:
- Provides customized financial plans tailored to each client’s unique goals and needs.
- Offers a wide range of financial services to meet various needs.
- Uses a client-first approach to ensure that clients’ best interests are always prioritized.
- Provides ongoing support and assistance to clients to help them achieve their financial goals.
- Ensures transparency and maintains open communication with clients at all times.
Facts and Insights
PITTENGER & ANDERSON INC has been in business for over 25 years, serving clients across the country with exceptional financial guidance. The firm has a team of over 100 advisors who collectively manage over $5 billion in assets under management (AUM). This demonstrates the firm’s expertise and ability to deliver results for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 1995 | 100+ | $5 billion+ |
Financial Services Offered
PITTENGER & ANDERSON INC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
PITTENGER & ANDERSON INC serves a wide range of clients, including:
- Individuals and families
- Business owners and entrepreneurs
- Retirees
- High-net-worth individuals
- Non-profit organizations
- Institutions
Fees & Compensation
PITTENGER & ANDERSON INC operates on a fee-based model, which means that their fees are based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of their clients and ensures that they are always working towards the best possible outcomes for their clients. They also offer a fee schedule for specific services, which is fully disclosed to clients.
Background
PITTENGER & ANDERSON INC was founded in 1995 by John Pittenger and Sarah Anderson, who were passionate about helping individuals and businesses achieve financial success. With a team of highly qualified advisors and a commitment to providing top-notch services, the firm has grown into a trusted and reputable name in the financial advisory industry.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is essential to understand their background, credentials, and any disclosures that may be relevant to your situation. With PITTENGER & ANDERSON INC, clients can rest assured that their advisors have their best interests in mind, and they maintain complete transparency in all communication. Here are some key disclosures to know:
- All advisors are registered with the Securities and Exchange Commission (SEC) or the state where they conduct business.
- The firm does not have any disclosures on record.
- The firm has a strict code of ethics and conducts all business according to the highest standards of integrity and professionalism.