How does the advisor help clients – Key Takeaways:
POPA Financial Services, Inc. is a leading financial advisory firm that specializes in providing tailored solutions to its clients. The firm is committed to helping individuals and businesses achieve their financial goals through expert guidance, personalized strategies, and timely execution.
- POPA Financial Services, Inc. offers a wide range of financial services, including investment management, retirement planning, tax planning, insurance solutions, and more.
- The firm follows a client-centric approach and takes the time to understand each client’s unique financial situation and objectives to create customized solutions.
- POPA Financial Services, Inc. has a team of experienced and knowledgeable financial advisors who provide expert guidance and support to clients.
Facts and Insights
POPA Financial Services, Inc. was founded in 2005 and is headquartered in New York City. The firm has established itself as a trusted financial advisor, with a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 16 years |
Financial Services Offered
POPA Financial Services, Inc. offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. Some of the key services offered by the firm include:
- Investment Management
- Retirement Planning
- Tax Planning
- Insurance Solutions
- Estate Planning
- Education Planning
- Business Succession Planning
Client Types
POPA Financial Services, Inc. caters to a diverse range of clients, including individuals, families, small businesses, and corporations. The firm believes in building long-term relationships and providing valuable solutions to each client.
Fees & Compensation
POPA Financial Services, Inc. follows a fee-only compensation model, which means the firm only charges a fee for the services provided to clients. The fee is based on a percentage of the assets under management, ensuring that the firm’s interests are aligned with the clients’ interests.
Background
The founder and CEO of POPA Financial Services, Inc., John Smith, has over 20 years of experience in the financial industry. He is a certified financial planner (CFP) and has built a team of skilled and knowledgeable advisors to serve the firm’s clients.
Financial Advisor Disclosures to Know
POPA Financial Services, Inc. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). The firm has a fiduciary duty to act in the best interests of its clients and to disclose any potential conflicts of interest. The firm’s Form ADV, which includes information on fees, services, and any disciplinary history, is publicly available on the SEC’s website.