How does the advisor help clients – Key Takeaways:
Quigley Financial LLC is dedicated to providing expert financial advice and services to its clients. With a team of knowledgeable advisors and a strong commitment to helping clients achieve their financial goals, Quigley Financial LLC stands out as a top choice for individuals and businesses seeking financial guidance.
Facts and Insights
Quigley Financial LLC is a registered investment advisor founded in 2005. The firm currently has $500 million in assets under management and a team of 10 experienced advisors. With a focus on personalized and comprehensive financial planning, Quigley Financial LLC has built a reputation for providing top-notch service to its clients.
| Assests Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Founded in 2005 |
Financial Services Offered
Quigley Financial LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Education planning
Client Types
Quigley Financial LLC serves a variety of clients, including individuals, families, small businesses, and high net worth individuals. The firm takes a personalized approach to each client, tailoring its services to meet their specific financial goals and needs.
Fees & Compensation
Quigley Financial LLC charges a fee based on a percentage of assets under management for its investment management services. Other fees for financial planning services may be based on a flat or hourly rate. The firm is committed to transparency and provides clients with a clear understanding of all fees and compensation, ensuring their interests are always the top priority.
Background
Founded by John Quigley, a financial expert with over 20 years of experience in the industry, Quigley Financial LLC has a solid foundation of knowledge and expertise. The firm’s team of advisors also brings a diverse range of backgrounds and skills, providing clients with a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, Quigley Financial LLC is required to disclose any potential conflicts of interest or disciplinary history. However, the firm has a clean record with no disclosures to report.