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How does the advisor help clients – Key Takeaways:
R.S. Mattei & Company, Inc. has a team of financial experts who work closely with their clients to help them make smart financial decisions. Their advisors tailor their services to each individual client’s unique financial goals and circumstances. They provide personalized recommendations and advice in order to achieve optimal financial success.
Facts and Insights
Founded in 1994, R.S. Mattei & Company, Inc. has over 25 years of experience in the financial industry. With a team of highly qualified advisors, they have helped numerous clients achieve their financial goals and secure a stable financial future. They take a holistic approach to financial planning, taking into consideration each client’s short-term and long-term goals, risk tolerance, and overall financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 advisors | 25+ years |
Financial Services Offered
R.S. Mattei & Company, Inc. offers a wide range of financial services to help clients grow and protect their wealth. Some of their key services include investment management, retirement planning, estate planning, tax planning, and insurance planning. They also offer specialized services for business owners and high net worth individuals, such as business succession planning and comprehensive wealth management.
Client Types
R.S. Mattei & Company, Inc. works with a diverse range of clients, including individuals, families, business owners, and high net worth individuals. They also provide services to corporate clients, assisting with employee retirement plans, executive benefits, and business insurance.
Fees & Compensation
R.S. Mattei & Company, Inc. is a fee-only financial advisory firm, which means they do not receive any commissions or kickbacks from product sales. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals. They believe in transparency and strive to provide value for the fees they charge.
Background
R.S. Mattei & Company, Inc. was founded by R. Stuart Mattei, a highly experienced financial advisor with decades of experience in the industry. He holds various certifications, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®). The firm’s team of advisors also has a strong educational background and years of experience in the financial sector.
Financial Advisor Disclosures to Know
As a registered investment advisor, R.S. Mattei & Company, Inc. is required to disclose any potential conflicts of interest or legal issues. Their regulatory filings and ADV form can be found on the Securities and Exchange Commission’s website. The firm has a clean record with no disciplinary actions or regulatory sanctions.