About PSC FINANCIAL LLC
PSC FINANCIAL LLC is a leading financial advisory firm that provides expert guidance and strategies to clients looking to achieve their financial goals. With a team of experienced and knowledgeable advisors, PSC FINANCIAL LLC offers a comprehensive range of financial services to individuals, families, and businesses.
How Does the Advisor Help Clients – Key Takeaways:
- Expert financial guidance and strategies
- Comprehensive range of financial services
- Experienced and knowledgeable advisors
- Dedicated to helping clients achieve their financial goals
Facts and Insights
Founded in 2005, PSC FINANCIAL LLC has established itself as a trusted and reliable financial advisory firm. The firm is dedicated to providing personalized and tailored solutions to meet the unique needs and goals of each client. With a client-centric approach, PSC FINANCIAL LLC has built a strong reputation in the industry and has helped numerous clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 16 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance consulting
- Education planning
Client Types
PSC FINANCIAL LLC caters to a diverse range of clients including:
- High net worth individuals
- Retirees
- Young professionals
- Small business owners
- Families
Fees & Compensation
PSC FINANCIAL LLC offers a transparent fee structure to its clients. The firm charges a percentage of assets under management as its fee, which varies depending on the complexity of the client’s financial situation. PSC FINANCIAL LLC has a fiduciary duty to act in the best interests of its clients, ensuring that there are no conflicts of interest when it comes to compensation.
Background
The team at PSC FINANCIAL LLC has a wealth of experience in the financial industry, with backgrounds in investment management, financial planning, and tax consulting. The advisors at PSC FINANCIAL LLC hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise and knowledge allow them to provide high-quality financial advice to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, PSC FINANCIAL LLC is regulated by the Securities and Exchange Commission (SEC) and has a legal obligation to disclose any potential conflicts of interest or disciplinary history. Clients can review this information on PSC FINANCIAL LLC’s Form ADV, which can be found on the SEC’s website or by contacting the firm directly.