How Does R.J. Healy & Company Help Clients? – Key Takeaways:
R.J. Healy & Company is a leading financial advisory firm that provides personalized and comprehensive financial planning services to individuals, families, and businesses. With decades of experience in the financial industry, their team of seasoned advisors acts as trusted partners and guides for their clients’ financial journey.
- They offer personalized financial planning services that are tailored to each client’s unique financial goals, risk tolerance, and time horizon.
- R.J. Healy & Company puts its clients’ interests first by providing unbiased and objective advice.
- Their team of advisors has a diverse range of expertise in financial planning, tax strategies, investments, estate planning, and more.
Facts and Insights:
R.J. Healy & Company was founded in 1985 and has been providing exceptional financial services for over 35 years. Their commitment to excellence and delivering exceptional results has made them one of the most trusted and reputable financial firms in the industry.
As of 2021, R.J. Healy & Company has over $500 million in assets under management (AUM) and a team of 10 experienced and knowledgeable financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 1985 | 10 | $500 million |
Financial Services Offered:
R.J. Healy & Company offers a wide range of financial services to help their clients achieve their financial goals. Some of their main services include:
- Personalized Financial Planning
- Investment Management
- Tax Planning Strategies
- Estate Planning
- Retirement Planning
- Insurance Services
- Business Planning
Client Types:
R.J. Healy & Company caters to a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners and entrepreneurs
- Retirees
- Non-profit organizations
- And more
Fees & Compensation:
R.J. Healy & Company operates on a fee-based compensation model, meaning they charge a percentage of their clients’ AUM as their advisory fee. This aligns their interests with their clients’ as their compensation is directly tied to the performance of their clients’ investments.
Background:
R.J. Healy & Company was founded by Robert J. Healy Jr., a certified financial planner (CFP) with over 40 years of experience in the financial industry. He is a trusted financial advisor and a registered representative of LPL Financial, the largest independent broker-dealer in the United States. He is also a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).
Their team of advisors includes certified financial planners, chartered financial analysts, and other professionals with diverse backgrounds and expertise. Each advisor brings unique insights and skills to the table, providing clients with a well-rounded and comprehensive financial planning experience.
Financial Advisor Disclosures to Know:
As a fiduciary, R.J. Healy & Company is legally obligated to act in the best interests of their clients and provide full disclosure of any potential conflicts of interest. They have a clean record with no significant disclosures, making them a trustworthy and reliable partner for their clients’ financial needs.