<!–
About REESER ADVISORY SERVICES INC.
REESER ADVISORY SERVICES INC. is a leading financial advisory firm that provides personalized and comprehensive financial planning services to its clients. Founded in 2008, the firm has established a reputation for its expert and unbiased financial advice. With a team of experienced financial advisors, REESER ADVISORY SERVICES INC. aims to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers expert and unbiased advice
- Helps clients achieve their financial goals
- Secures clients’ financial future
Facts and Insights
REESER ADVISORY SERVICES INC. has a proven track record of helping clients manage their finances and reach their financial goals. In the past year alone, the firm has assisted over 500 clients in creating personalized financial plans tailored to their unique needs. This commitment to providing exceptional financial services has resulted in REESER ADVISORY SERVICES INC. being recognized as one of the top financial advisory firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | Number of Advisors: | Time in Business: |
|---|---|---|
| $1.5 billion | 12 | 13 years |
Financial Services Offered
REESER ADVISORY SERVICES INC. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
REESER ADVISORY SERVICES INC. caters to a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Couples
- Retirees
Fees & Compensation
REESER ADVISORY SERVICES INC. operates on a fee-only basis, meaning they do not earn commissions from the sale of financial products, ensuring their advice is always in the best interest of their clients. The firm charges a fee based on a percentage of the client’s assets under management.
Background
REESER ADVISORY SERVICES INC. was founded by John Reeser, a Certified Financial Planner™ with over 20 years of experience in the financial services industry. He has also served as a trusted advisor to high-net-worth families and Fortune 500 companies. With a team of highly qualified and experienced financial advisors, REESER ADVISORY SERVICES INC. continues to provide exceptional financial planning services to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, REESER ADVISORY SERVICES INC. is required to disclose any potential conflicts of interest to clients. These disclosures include any compensation the firm receives from third-party service providers or referral fees from other professionals. Clients can rest assured that REESER ADVISORY SERVICES INC. always acts in their best interest and provides transparent and unbiased financial advice.
<!–
–>