RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. is a renowned financial advisory firm with years of experience in providing expert financial advice and planning services to its clients. The firm’s team of skilled advisors are dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning and advice
- Expertise in various financial areas such as retirement planning, investments, tax planning
- Client-centered approach
- Comprehensive financial analysis and recommendations
Facts and Insights
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. has been in business for over 20 years and has a team of experienced financial advisors who have a deep understanding of the financial market and industry trends. The firm has successfully helped numerous clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Insurance planning
- Estate planning
- Education planning
Client Types
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. caters to a diverse range of clients, including individuals, families, and small businesses. The firm’s advisors have a wealth of experience in working with clients from different backgrounds and financial situations.
Fees & Compensation
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. charges a fee for its financial planning and advisory services, which is based on the complexity and scope of the client’s financial needs. The firm is transparent about its fee structure and ensures that clients are aware of all costs and potential fees in advance.
Background
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. was founded in 1998 by John Raskob and Mark Kambourian. With their vast experience in the financial industry, they aimed to create a firm that would provide top-notch financial planning and advice to clients. Over the years, the firm has grown and expanded its services, while still maintaining its core values of integrity, transparency, and client-focused approach.
Financial Advisor Disclosures to Know
As a registered investment advisor, RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD. is regulated by the Securities and Exchange Commission (SEC) and has a fiduciary duty to act in the best interest of its clients. This means that the firm must disclose any potential conflicts of interest and always prioritize the client’s needs above its own.