How does the advisor help clients – Key Takeaways:
RICCIO & ASSOCIATES is a highly experienced financial advisor that provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With their in-depth knowledge and understanding of the financial market, they are able to provide expert advice and solutions to various financial challenges faced by individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
RICCIO & ASSOCIATES has a strong reputation for effectively managing clients’ assets worth over $500 million. With a team of 10 experienced advisors, the firm has been in the financial industry for 25 years, providing reliable and trustworthy financial services to clients.
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
RICCIO & ASSOCIATES offers a wide range of financial services to cater to the diverse needs of their clients. From investment management to tax planning, they provide comprehensive solutions to help clients achieve their financial goals.
Client Types:
- Individuals
- Families
- Businesses
RICCIO & ASSOCIATES serves a diverse range of clients including individuals, families, and businesses. They tailor their services to meet the unique financial needs and goals of each client, ensuring personalized and effective solutions.
Fees & Compensation:
RICCIO & ASSOCIATES charges a percentage of assets under management as their fee for investment management. For other financial services, they charge a flat fee or an hourly rate. The firm believes in transparent and fair compensation for their services and ensures that clients fully understand the fee structure before engaging in any services.
Background:
RICCIO & ASSOCIATES was founded by John Riccio, a highly experienced financial advisor with over 30 years of experience in the industry. The firm has a team of seasoned advisors with diverse backgrounds and expertise. They are committed to continuously improving their knowledge and skills to provide top-notch financial advice and services to clients.
Financial Advisor Disclosures to Know:
RICCIO & ASSOCIATES prioritizes transparency and ethical conduct, and as such, they have no disciplinary actions or controversies listed in their disclosure information. Clients can trust that their financial interests are the top priority for the firm.