About POITINGER FINANCIAL, INC.
POITINGER FINANCIAL, INC. is a leading financial advisory firm that provides expert financial planning and management services to a wide range of clients. With a dedicated team of experienced advisors, Poitinger Financial helps individuals, families, and businesses achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and management services
- Offer expert advice and guidance on investment strategies and opportunities
- Help clients create and maintain a comprehensive financial plan
- Stay up-to-date on industry trends and market developments
- Provide ongoing support and monitoring to ensure clients’ financial plans stay on track
Facts and Insights
As a trusted financial advisor, Poitinger Financial is committed to providing clients with the best possible services and advice. Here are some key facts and insights about the firm:
- Founded in 2005
- Over $500 million in assets under management
- A team of 10 experienced and knowledgeable advisors
- Specializes in retirement planning, investment management, and tax planning
- Employs a client-centered approach, prioritizing clients’ individual needs and goals
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance solutions
Client Types:
Poitinger Financial serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation:
Poitinger Financial operates under a fee-only compensation structure, meaning they do not receive commissions or compensation from product sales. Instead, they charge a flat fee or a percentage of assets under management for their services, ensuring their advice is always unbiased and in the best interest of their clients.
Background:
Poitinger Financial was founded in 2005 by CEO John Poitinger, a highly respected financial advisor with over 20 years of experience in the industry. Under his leadership, the firm has grown into a trusted and reputable financial advisory firm with a strong track record of success.
Financial Advisor Disclosures to Know:
Poitinger Financial values transparency and adheres to the highest ethical standards in the industry. As such, they want clients to be aware of any potential conflicts of interest or disciplinary actions that may affect their relationship with the firm. Here are some important disclosures to note:
- No disciplinary actions or legal proceedings against the firm or its advisors
- No affiliation with any investment or insurance companies
- No compensation from product sales